Bbva Wealth Solutions Inc
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
Years of Experience
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Bbva Wealth Solutions Inc Brokerage Details
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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.
Bbva Securities Inc
Bbva Wealth Solutions Inc
Bbva Compass Insurance Agency, Inc
Encore Insurance/Core Benefit Services
Massachusetts Mutual Life Insurance Company
Metlife Securities Inc
Kevin Coffey has disclosures.
Please visit their SEC profile for more details.
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