Joshua BoxleyCRD Number: 5590782
Current Firm: Bbva Wealth Solutions Inc.
Joshua Boxley (CRD# 5590782) is an Investment Advisor Representative working at Bbva Wealth Solutions Inc. in Temple, TX and has over 7 years of experience in the finance industry.
Financial Planning Professionals, Inc.
Bbva Wealth Solutions Inc.
|Bbva Wealth Solutions Inc.||Temple, TX||Aug 2014 - Current||2|
|Bbva Securities Inc.||Temple, TX||May 2013 - Current||3|
|Bbva Compass Insurance Agency, Inc.||Austin, TX||May 2010 - Current||6|
|Compass Bank||Birmingham, AL||Aug 2009 - Current||7|
|Bbva Compass Investment Solutions, Inc.||Austin, TX||Jun 2010 - May 2013||2|
|Guaranty Bank||Austin, TX||Mar 2009 - Aug 2009||< 1|
|Axa Advisors, LLC||New York, NY||Aug 2008 - Feb 2009||< 1|
|Axa Equitable||Naperville, IL||Aug 2008 - Feb 2009||< 1|
|Texas State University||San Marcos, TX||Jun 2005 - Aug 2008||3|
|Ace Hardware||Wimberley, TX||Jul 2007 - Jun 2008||< 1|
|San Marcos Athletic Club||San Marcos, TX||Apr 2006 - Jun 2008||2|
|Miss Mae's Bbq||Wimberley, TX||Jun 2002 - Jan 2007||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 2009|
|S65||NASAA Investment Advisors Law Examination||May 2014|
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)
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