Bbva Wealth Solutions Inc.

Bbva Wealth Solutions Inc. (CRD# 110476) is a financial advisory firm headquartered in Houston, TX. They manage $430,924,967 in 1,342 accounts and serve the financial needs of clients across 36 states (or territories).

By the Numbers
  • Total Assets Under Management
    431
    MILLION
  • Total Number of Accounts
    1,342
    ACCOUNTS
  • Average Account Value
    $321,107
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, FL, GA, HI, IA, IL, IN, KS, LA, MA, MD, MI, MN, MT, NC, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI

Financial Advisors at Bbva Wealth Solutions Inc.
Showing 1 - 10 of 431 top financial advisors.
1
Brian T. Degaetano
CRD#: 5153159
300 West Main Street, Albertville, AL 35950
98
Wealthminder
score

Brian Degaetano (CRD# 5153159) is an Investment Advisor Representative working at Bbva Wealth Solutions Inc. in Albertville, AL and has over 11 years of experience in the finance industry.

2
Milton W. Arnold
CRD#: 2343473
2200 Post Oak Boulevard, Houston, TX 77056
96
Wealthminder
score

Milton Arnold (CRD# 2343473) is an Investment Advisor Representative working at Bbva Wealth Solutions Inc. in Houston, TX and has over 24 years of experience in the finance industry. Milton Arnold has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Tonita J. Arthur
CRD#: 2626512
15 South 20th Street, Birmingham, AL 35233
96
Wealthminder
score

Tonita Arthur (CRD# 2626512) is an Investment Advisor Representative working at Bbva Wealth Solutions Inc. in Birmingham, AL and has over 22 years of experience in the finance industry. Tonita Arthur has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Henry B. Coker
CRD#: 1362111
2760 Zelda Road, Montgomery, AL 36106
96
Wealthminder
score

Henry Coker (CRD# 1362111) is an Investment Advisor Representative working at Bbva Wealth Solutions Inc. in Montgomery, AL and has over 32 years of experience in the finance industry.

5
Beverly H. Flanagan
CRD#: 1754050
10060 Skinner Lake Drive, Jacksonville, FL 32246
96
Wealthminder
score

Beverly Flanagan (CRD# 1754050) is an Investment Advisor Representative working at Bbva Wealth Solutions Inc. in Jacksonville, FL and has over 26 years of experience in the finance industry. Beverly Flanagan has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Francesca D. Gervascio-Franzen
CRD#: 4418729
313 East Central Avenue, Belton, TX 76513
96
Wealthminder
score

Francesca Gervascio-Franzen (CRD# 4418729) is an Investment Advisor Representative working at Bbva Wealth Solutions Inc. in Belton, TX and has over 16 years of experience in the finance industry. Francesca Gervascio-Franzen has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
Michael B. Giles
CRD#: 1879417
5800 North Mopac Expressway, Austin, TX 78731
96
Wealthminder
score

Michael Giles (CRD# 1879417) is an Investment Advisor Representative working at Bbva Wealth Solutions Inc. in Austin, TX and has over 29 years of experience in the finance industry. Michael Giles has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

8
Jennifer A. Harris
CRD#: 4449521
9550 San Jose Boulevard, Jacksonville, FL 32257
96
Wealthminder
score

Jennifer Harris (CRD# 4449521) is an Investment Advisor Representative working at Bbva Wealth Solutions Inc. in Jacksonville, FL and has over 13 years of experience in the finance industry. Jennifer Harris has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

9
John R. Hofstra
CRD#: 5487517
2200 Post Oak Boulevard, Houston, TX 77056
96
Wealthminder
score

John Hofstra (CRD# 5487517) is an Investment Advisor Representative working at Bbva Wealth Solutions Inc. in Houston, TX and has over 8 years of experience in the finance industry. John Hofstra has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

10
Maria M. Holmes
CRD#: 1336607
2200 Post Oak Boulevard, Houston, TX 77056
96
Wealthminder
score

Maria Holmes (CRD# 1336607) is an Investment Advisor Representative working at Bbva Wealth Solutions Inc. in Houston, TX and has over 21 years of experience in the finance industry. Maria Holmes has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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