Kevin WitowichCRD Number: 5958162
Current Firm: Bbva Wealth Solutions Inc.
Kevin Witowich (CRD# 5958162) is an Investment Advisor Representative working at Bbva Wealth Solutions Inc. in Carlsbad, CA and has over 6 years of experience in the finance industry.
Nautilus Advisors LLC
Heyman Investment Counseling LLC
Marketocracy Capital Management LLC
|Bbva Wealth Solutions Inc.||Carlsbad, CA||Nov 2016 - Current||1|
|Bbva Securities Inc.||Carlsbad, CA||Oct 2016 - Current||1|
|Compass Bank||Birmingham, AL||Oct 2016 - Current||1|
|Bbva Compass Insurance Agency, Inc.||Austin, TX||Oct 2016 - Current||1|
|Oceanside Chamber Of Commerce||Oceanside, CA||Jul 2011 - Current||6|
|U.s. Bancorp Investments, Inc.||Oceanside, CA||Sep 2013 - Oct 2016||3|
|Edward Jones||St Louis, MO||Jul 2011 - Sep 2013||2|
|Smith-laredo Specialty Surfaces||Vista, CA||Apr 2010 - Jun 2011||1|
|Surfin Fire||Carlsbad, CA||Jun 2001 - Mar 2010||8|
|Bally Total Fitness||Vista, CA||Oct 2008 - Dec 2008||< 1|
|P.c.h. Bar And Grill||Oceanside, CA||May 2008 - Aug 2008||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2011|
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:
- Customer Dispute
Total Assets Under Management431MILLIONS
Total Number of Accounts1,342ACCOUNTS
Average Account Value$321,107
- 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
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