Alvaro MunozCRD Number: 4596770
Current Firm: Bbva Wealth Solutions Inc.
Alvaro Munoz (CRD# 4596770) is an Investment Advisor Representative working at Bbva Wealth Solutions Inc. in Miami, FL and has over 15 years of experience in the finance industry.
Northstar Financial Planners, Inc.
|Bbva Securities Inc.||Miami, FL||May 2013 - Current||4|
|Bbva Compass Insurance Agency, Inc.||Austin, TX||Jun 2012 - Current||5|
|Bbva Wealth Solutions Inc.||Miami, FL||Oct 2010 - Current||7|
|Compass Bank||Birmingham, AL||Jun 2009 - Current||8|
|Bbva Compass Investment Solutions, Inc.||Miami, FL||Jun 2009 - May 2013||3|
|St. Johns Investment Management Company||Houston, TX||Apr 2010 - Oct 2010||< 1|
|Bbva Investments Inc.||Houston, TX||Aug 2008 - Jun 2009||< 1|
|Unemployed||El Paso, TX||Jun 2008 - Jul 2008||< 1|
|Axa Advisors||El Paso, TX||Oct 2002 - Jun 2008||5|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2002|
Total Assets Under Management431MILLIONS
Total Number of Accounts1,342ACCOUNTS
Average Account Value$321,107
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, FL, GA, HI, IA, IL, IN, KS, LA, MA, MD, MI, MN, MT, NC, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI