Iris Marcovich, financial advisor San Diego CA
88 score

Iris Marcovich

CRD Number: 4600734
Current Firm: Bbva Wealth Solutions Inc.

Iris Marcovich (CRD# 4600734) is an Investment Advisor Representative working at Bbva Wealth Solutions Inc. in San Diego, CA and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Bbva Compass Insurance Agency, Inc. Austin, TX Apr 2016 - Current < 1
Bbva Wealth Solutions Inc. San Diego, CA Apr 2015 - Current 1
Compass Bank Birmingham, AL Feb 2015 - Current 1
Bbva Securities Inc. San Diego, CA Feb 2015 - Current 1
Rbc Capital Markets, LLC New York, NY Mar 2012 - Jan 2015 2
Unemployed Mexico City, Mar 2009 - Feb 2012 2
Stanford Financial Group Mexico Mexico City, Mar 2001 - Feb 2009 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2015
Contact Info for Iris Marcovich
Phone Number: 713-552-9277
Registered State(s):
  • CA
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
88
Clean Record
This advisor has a clean track record with regulators.

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