John
Brown

Bbva Wealth Solutions Inc

CRD#5496312
Investment Advisor
in Dothan, AL

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About this Advisor

John Brown is a financial advisor working in Dothan, Alabama, who has been in the advisory business for 10 years. Brown is on the advisory team at Bbva Wealth Solutions Inc. The advisor has gained experience at Bbva Compass Insurance Agency, Inc, Bb&T Investments, Bbva Securities Inc, Bbva Wealth Solutions Inc and Compass Bank. Brown has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Alabama, Maryland, Mississippi, South Carolina, Texas and Virginia. Bbva Wealth Solutions Inc is a registered investment company that has its headquarters in Dothan, Alabama. The company has offices in 661 locations and a total of 409 financial advisors. It controls $1 billion in assets under management across its 3,416 client accounts, making it one of the larger investment advisory firms in the nation by assets under management. The firm advises four charities and foundations. Of its 3,416 customer accounts, just 5% belong to high-net-worth clients who have greater than $1 million in assets. Bbva Wealth Solutions Inc offers a set of services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees charged by financial advisors usually vary depending on which services the firm provides the client. Fee types billed by Bbva Wealth Solutions Inc typically consist of asset-based fees.

Certifications and Registrations

Series 66

Years of Experience

10 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets

Disclosures

No

Office Location

2872 West Main Street
Dothan, AL 36305

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Bbva Wealth Solutions Inc Brokerage Details

Total Assets Under Management

$1,107,966,421

AL Average: $3,042,739,679
Total Number of Employees

409

AL Average: 49
Total Number of Accounts

3,416

AL Average: 2,315
Average Account Size

$324,346

AL Average: $1,314,358

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Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

John Brown Work History

John has 10 years of experience.

2013 - Present (9 years)

Bbva Compass Insurance Agency, Inc

2013 - Present (9 years)

Bbva Securities Inc

2013 - Present (9 years)

Bbva Wealth Solutions Inc

2013 - Present (9 years)

Compass Bank

2010 - 2013 (3 years)

Bb&T Investments

Disclosures

John Brown has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Bbva Wealth Solutions Inc

Laura Granado
Dallas, TX
Aaron Rice
Sacramento, CA
Kristopher Field
Dallas, TX
Reuben Johnson
Anniston, AL
John Brown
Dothan, AL
Michael Rains
Jacksonville Beach, FL
Sergio Rodriguez
Del Rio, TX
Daniel Trank
Jacksonville, FL

The content in this profile was updated by SmartAsset on 08/06/2020 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com. The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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