Sherry OrangeCRD Number: 6092014
Current Firm: Bbva Wealth Solutions Inc.
Sherry Orange (CRD# 6092014) is an Investment Advisor Representative working at Bbva Wealth Solutions Inc. in Temple, TX and has over 3 years of experience in the finance industry.
Financial Planning Professionals, Inc.
Bbva Wealth Solutions Inc.
|Bbva Wealth Solutions Inc.||Temple, TX||Feb 2014 - Current||2|
|Bbva Securities Inc.||Temple, TX||Aug 2013 - Current||3|
|Compass Bank||Temple, TX||Jun 2013 - Current||3|
|Edward Jones||St Louis, MO||Jul 2012 - May 2013||< 1|
|Sprint||Temple, TX||Feb 2010 - Jul 2012||2|
|Mac Hacik||Temple, TX||Jan 2009 - Feb 2010||1|
|Unemployed||Temple, TX||Oct 2008 - Jan 2009||< 1|
|Miller Mazada Kia Suzuki||Waco, TX||Nov 2004 - Oct 2008||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2012|
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:
- Judgments / Liens
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