Javier Gonzalez, financial advisor San Antonio TX
93 score

Javier Gonzalez

CRD Number: 5277101
Current Firm: Bbva Wealth Solutions Inc.

Javier Gonzalez (CRD# 5277101) is an Investment Advisor Representative working at Bbva Wealth Solutions Inc. in San Antonio, TX and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Bbva Securities Inc. San Antonio, TX Apr 2014 - Current 2
Bbva Wealth Solutions Inc. San Antonio, TX Apr 2014 - Current 2
Compass Bank Birmingham, AL Mar 2014 - Current 2
Bbva Compass Insurance Agency, Inc. San Antonio, TX Mar 2014 - Current 2
Wells Fargo Bank Na San Antonio, TX Sep 2012 - Mar 2014 1
Wells Fargo Advisors, LLC San Antonio, TX Sep 2012 - Mar 2014 1
Usaa Financial Advisors, Inc. San Antonio, TX Jan 2010 - Sep 2012 2
Usaa Financial Planning Services San Antonio, TX Jan 2010 - Sep 2012 2
Lpl Financial San Antonio, TX Feb 2008 - Jan 2010 1
Sterling Bank San Antonio, TX Jan 2008 - Jan 2010 2
Compass Brokerage, Inc. Selma, TX Jan 2007 - Feb 2008 1
Compass Bank Selma, TX Dec 2005 - Jan 2008 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2007
S65 NASAA Investment Advisors Law Examination Oct 2010
Contact Info for Javier M. Gonzalez
Phone Number: 713-552-9277
Registered State(s):
  • 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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