Mark Menendez, financial advisor San Antonio TX
58 score

Mark Menendez

CRD Number: 4578472
Current Firm: Bbva Wealth Solutions Inc.

Mark Menendez (CRD# 4578472) is an Investment Advisor Representative working at Bbva Wealth Solutions Inc. in San Antonio, TX and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Bbva Wealth Solutions Inc. San Antonio, TX Jun 2014 - Current 2
Bbva Compass Insurance Agency, Inc. Austin, TX Jun 2014 - Current 2
Compass Bank San Antonio, TX May 2014 - Current 3
Bbva Securities Inc. San Antonio, TX May 2014 - Current 3
Unemployed San Antonio, TX Feb 2014 - May 2014 < 1
Wells Fargo Advisors LLC San Antonio, TX Oct 2010 - Feb 2014 3
Bank Of America, Na San Antonio, TX Dec 2009 - Oct 2010 < 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated San Antonio, TX Oct 2009 - Oct 2010 1
Banc Of America Investment Services, Inc. San Antonio, TX Oct 2006 - Oct 2009 3
Banc Of America Insurance Services, Inc. San Antonio, TX Oct 2006 - Oct 2009 3
Unemployed San Antonio, TX Aug 2006 - Oct 2006 < 1
Wachovia Securities, LLC Addison, TX Nov 2005 - Aug 2006 < 1
Wachovia Bank, N.a. Addison, TX Oct 2005 - Aug 2006 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2005
S66 NASAA Uniform Combined State Law Examination Oct 2002
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Employer Dispute
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Mark A. Menendez
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
58

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