Kevin
Coffey

Bbva Wealth Solutions Inc

CRD#707537
Investment Advisor
in Montgomery, AL

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About this Advisor

Kevin Coffey is an investment advisor who works out of Montgomery, Alabama. Currently an advisor with Bbva Wealth Solutions Inc, they have gathered 13 years of work experience. Coffey has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative. Coffey is registered to serve customers in Alabama, Arkansas, Mississippi, North Carolina and Texas. Throughout their career, they have worked at Metlife Securities Inc, Massachusetts Mutual Life Insurance Company, Compass Bank, Bbva Securities Inc, Encore Insurance/Core Benefit Services, Bbva Wealth Solutions Inc and Bbva Compass Insurance Agency, Inc. Bbva Wealth Solutions Inc is located in Montgomery, Alabama, and operates out of 661 locations throughout the country. In total, Bbva Wealth Solutions Inc oversees $1 billion in assets throughout 3,416 accounts and retains more than 409 people. The level of assets currently under the firm's management places it among the larger investment advisory firms in the United States. All of the firm's accounts are managed on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 5% of the advisory firm's customers are high-net-worth individuals, meaning they have more than $1 million in investable assets. Bbva Wealth Solutions Inc offers portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. The firm may charge clients asset-based fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

13 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

Yes

Office Location

2760 Zelda Road
Montgomery, AL 36106

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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

Kevin Coffey Work History

Kevin has 13 years of experience.

2017 - Present (4 years)

Compass Bank

2017 - Present (4 years)

Bbva Securities Inc

2017 - Present (4 years)

Bbva Wealth Solutions Inc

2017 - Present (4 years)

Bbva Compass Insurance Agency, Inc

2014 - Present (7 years)

Encore Insurance/Core Benefit Services

2016 - 2017 (1 year)

Massachusetts Mutual Life Insurance Company

2007 - 2017 (10 years)

Metlife Securities Inc

Disclosures

Kevin Coffey has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Bbva Wealth Solutions Inc

Joshua Piercy
Lake Havasu City, AZ
Charlene Reyes
Birmingham, AL
Kevin Witowich
Carlsbad, CA
Sarah Black
Birmingham, AL
Sergio Rodriguez
Del Rio, TX
Lindsay Strattan
Houston, TX
Aaron Rice
Sacramento, CA

This content was compiled from the SEC and FINRA.

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