William
Hemsworth

Bbva Wealth Solutions Inc

CRD#4886088
Investment Advisor
in Green Valley, AZ

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About this Advisor

William Hemsworth is an investment advisor who works out of Green Valley, Arizona. Currently an advisor at Bbva Wealth Solutions Inc, Hemsworth has 12 years of practice in the financial advisory industry. Hemsworth maintains Series 63 and Series 66 licenses, certifying the advisor as a securities broker. Hemsworth can advise clients in Arizona. Over the course of their career, Hemsworth has held roles at Jp Morgan Chase Bank, Chase Investment Services Corp, J.P. Morgan Securities LLC, Jp Morgan Securities LLC, Service Corporation International, Jp Morgan Securities, Bbva Securities Inc, Compass Bank, Bbva Compass Insurance Agency, Inc, Bbva Wealth Solutions Inc and William Hemsworth. Bbva Wealth Solutions Inc is based out of Green Valley, Arizona, and operates out of 661 additional brick-and-mortar locations across the nation. In aggregate, Bbva Wealth Solutions Inc manages $1 billion in assets covering 3,416 client accounts and retains more than 409 people. The level of assets currently under the firm's management makes it one of the larger 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 firm's investors are high-net-worth individuals, meaning they have over $1 million in investable assets. Bbva Wealth Solutions Inc can provide 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 66

Years of Experience

12 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

81 West Esperana Boulevard
Green Valley, AZ 85614

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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

William Hemsworth Work History

William has 12 years of experience.

2018 - Present (3 years)

Bbva Securities Inc

2018 - Present (3 years)

Compass Bank

2018 - Present (3 years)

Bbva Compass Insurance Agency, Inc

2018 - Present (3 years)

Bbva Wealth Solutions Inc

2016 - Present (5 years)

William Hemsworth

2014 - 2014 (< 1 year)

Jp Morgan Securities LLC

2014 - 2014 (< 1 year)

Service Corporation International

2014 - 2018 (4 years)

Jp Morgan Securities

2014 - 2018 (4 years)

Jp Morgan Chase Bank

2012 - 2013 (1 year)

J.P. Morgan Securities LLC

2008 - 2014 (6 years)

Jp Morgan Chase Bank

2008 - 2012 (4 years)

Chase Investment Services Corp

Disclosures

William Hemsworth has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Bbva Wealth Solutions Inc

Guillermo Camargo
Tucson, AZ
Bradford Hutchins
Fort Worth, TX
Daniel Trank
Jacksonville, FL
Salomon Lahana
Sugar Land, TX
Arnulfo Gonzalez
Laredo, TX
John Stone
Fort Worth, TX
Arturo Inigo
Houston, TX
Joseph Prokop
Birmingham, AL

This content was 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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