Joshua
Piercy

Bbva Wealth Solutions Inc

CRD#6620457
Investment Advisor
in Lake Havasu City, AZ

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About this Advisor

Joshua Piercy is an investment advisor who is based out of Lake Havasu City, Arizona. Currently a registered investment advisor at Bbva Wealth Solutions Inc, they have accrued 10 years of professional experience as a financial advisor. Piercy has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative. Piercy is registered to serve customers in Arizona, Colorado, North Carolina, Ohio, Oregon, Texas, Utah and Virginia. During their career, Piercy has held roles at Compass Bank, Bbva Securities Inc, Des, Showplace Furniture, Blue Ribbon Linen Supply, Clearwireless (Out Of Business), Alsco Linen And Uniform, Frito Lay, Bbva Compass Insurance Agency, Inc and Bbva Wealth Solutions Inc. Bbva Wealth Solutions Inc is headquartered in Lake Havasu City, Arizona, and operates out of 661 brick-and-mortar locations in the United States. In aggregate, Bbva Wealth Solutions Inc manages $1 billion in assets throughout 3,416 client accounts and retains more than 409 people. The firm's total assets under management makes it one of the larger investment advisory firms in the nation. 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 investment firm's customers are high-net-worth individuals, meaning they have more than $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 63, Series 65

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

Yes

Office Location

1992 Mcculloch Boulevard
Lake Havasu City, AZ 86403

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Bbva Wealth Solutions Inc Brokerage Details

Total Assets Under Management

$1,107,966,421

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

409

AZ Average: 49
Total Number of Accounts

3,416

AZ Average: 2,315
Average Account Size

$324,346

AZ 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

Joshua Piercy Work History

Joshua has 10 years of experience.

2016 - Present (6 years)

Bbva Compass Insurance Agency, Inc

2016 - Present (6 years)

Bbva Wealth Solutions Inc

2015 - Present (7 years)

Compass Bank

2015 - Present (7 years)

Bbva Securities Inc

2015 - 2015 (< 1 year)

Des

2015 - 2015 (< 1 year)

Compass Bank

2014 - 2015 (1 year)

Showplace Furniture

2014 - 2014 (< 1 year)

Blue Ribbon Linen Supply

2013 - 2014 (1 year)

Clearwireless (Out Of Business)

2013 - 2013 (< 1 year)

Alsco Linen And Uniform

2010 - 2013 (3 years)

Blue Ribbon Linen Supply

2010 - 2010 (< 1 year)

Frito Lay

Disclosures

Joshua Piercy has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Bbva Wealth Solutions Inc

Brian Wasson
Azle, TX
Donna Tyler
Houston, TX
Angela Melchor
San Antonio, TX
Roberto Vargas
Houston, TX
Lindsay Strattan
Houston, TX
Careena Patel
Dallas, TX
Eliab Alonzo
Mission, TX
Edward Montanez
Denver, CO

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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