Sarah
Black

Bbva Wealth Solutions Inc

CRD#6838306
Investment Advisor
in Birmingham, AL

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About this Advisor

Sarah Black is a financial advisor who works in Birmingham, Alabama. Currently a registered investment advisor at Bbva Wealth Solutions Inc, they have accumulated 10 years of practice as a registered advisor. Black maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative. Black can serve clients in Alabama. Over the course of their career, Black has held roles at Bbva Securities, Inc, Events At Haven, Compass Bank, Carr, Allison, Howard, Oliver And Sisson, Pc, Sirote And Permutt, Pc, Newsome Law, LLC, Gradepower Learning Birmingham, Ywca Central Alabama, Bottled Poetry, LLC Dba The Wine Loft Birmingham, The Club Inc and Bbva Wealth Solutions Inc. Bbva Wealth Solutions Inc is located in Birmingham, Alabama, and has 661 brick-and-mortar locations in the nation. Overall, Bbva Wealth Solutions Inc manages $1 billion in assets throughout 3,416 accounts and employs more than 409 people. The amount of assets the firm manages makes it one of the bigger firms in the country. All of the firm's accounts are managed on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 5% of the advisor firm's clients are high-net-worth individuals, meaning they have over $1 million in investable assets. Bbva Wealth Solutions Inc can offer 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 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

15 20Th Street South
Birmingham, AL 35233

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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

Sarah Black Work History

Sarah has 10 years of experience.

2019 - Present (3 years)

Bbva Wealth Solutions Inc

2018 - Present (4 years)

Bbva Securities, Inc

2018 - Present (4 years)

Events At Haven

2017 - Present (5 years)

Compass Bank

2016 - 2017 (1 year)

Carr, Allison, Howard, Oliver And Sisson, Pc

2014 - 2016 (2 years)

Sirote And Permutt, Pc

2014 - 2014 (< 1 year)

Newsome Law, LLC

2013 - 2014 (1 year)

Gradepower Learning Birmingham

2012 - 2013 (1 year)

Ywca Central Alabama

2011 - 2018 (7 years)

Bottled Poetry, LLC Dba The Wine Loft Birmingham

2010 - 2010 (< 1 year)

The Club Inc

Disclosures

Sarah Black has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Bbva Wealth Solutions Inc

Cheryl Persons
Austin, TX
William Lyness
Scottsdale, AZ
Roberto Vargas
Houston, TX
Gerald Mattingly
Spring, TX
Angela Melchor
San Antonio, TX
Mirko Lazenby
San Diego, CA
Joshua Piercy
Lake Havasu City, AZ
Aaron Rice
Sacramento, CA

The content in this profile was updated on 08/06/2020, using data compiled from the SEC and FINRA.

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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