Joseph
Vazquez
Wealth Management Solutions
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About this Advisor
Joseph Vazquez is a financial advisor operating in Scottsdale, Arizona with a total of 8 years of relevant experience. Vazquez is an advisor for Wealth Management Solutions. Their career trajectory has included roles at Wealth Management Solutions, LLC, Bbva Compass Investment Solutions, Inc, Bbva Securities Inc and Charles Schwab & Co., Inc. Vazquez holds Series 63 and Series 66 licenses, designating them as a securities agent, and is approved to advise clients in Arizona. Wealth Management Solutions is a registered investment business based out of Scottsdale, AZ. It administers $142 million in total assets across its 526 customer accounts, making it one of the mid-sized firms in the nation by assets under management. Of its 526 client accounts, 47% are held by high-net-worth clients who have greater than $1 million in assets. The company has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. A financial advisor's fees largely are based on the financial services offered. However, fees charged by Wealth Management Solutions most likely consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Wealth Management Solutions Brokerage Details
$141,645,000
5
526
$269,287
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Joseph Vazquez Work History
Joseph has been registered as a financial advisor for 8 years.*
Wealth Management Solutions, LLC
Charles Schwab & Co., Inc
Wealth Management Solutions, LLC
Bbva Securities Inc
Bbva Compass Investment Solutions, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Joseph Vazquez to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Wealth Management Solutions
Scottsdale, AZ
Scottsdale, AZ
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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