Mark MenendezCRD 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 15 years of experience in the finance industry.
Intercontinental Wealth Advisors, LLC
Wealth Watch Advisors, LLC
Vannoy Advisory Group, Inc.
|Bbva Wealth Solutions Inc.||San Antonio, TX||Jun 2014 - Current||3|
|Bbva Compass Insurance Agency, Inc.||Austin, TX||Jun 2014 - Current||3|
|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|
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
Total Assets Under Management361MILLIONS
Total Number of Accounts918ACCOUNTS
Average Account Value$393,188
- 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)
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