Alvaro Munoz, financial advisor Miami FL
93 score

Alvaro Munoz

CRD 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 13 years of experience in the finance industry.

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Company Name Location Dates Years
Bbva Securities Inc. Miami, FL May 2013 - Current 3
Bbva Compass Insurance Agency, Inc. Austin, TX Jun 2012 - Current 4
Bbva Wealth Solutions Inc. Miami, FL Oct 2010 - Current 6
Compass Bank Birmingham, AL Jun 2009 - Current 7
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
Contact Info for Alvaro Munoz
Phone Number: 713-552-9277
Registered State(s):
  • FL
  • TX
By the Numbers
  • Total Assets Under Management
    361
    MILLIONS
  • Total Number of Accounts
    918
    ACCOUNTS
  • Average Account Value
    $393,188
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, FL, GA, HI, IA, IL, IN, KS, LA, MI, NC, NJ, NM, NV, NY, OH, OR, PA, SC, SD, TN, TX, VA, WA, WI

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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