Kevin
Witowich

Bbva Wealth Solutions Inc

CRD#5958162
Investment Advisor
in Carlsbad, CA
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About this Advisor

Kevin Witowich is a financial advisor operating in Carlsbad, California, who has been in the industry for 17 years. Witowich is currently employed by Bbva Wealth Solutions Inc. Over the course of their career, Witowich has held roles at Smith-Laredo Specialty Surfaces, Surfin Fire, Bally Total Fitness, Edward Jones, U.S. Bancorp Investments, Inc, Bbva Wealth Solutions Inc, Bbva Securities Inc, Compass Bank, Bbva Compass Insurance Agency, Inc and Oceanside Chamber Of Commerce. Witowich maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to advise clients in California, Wisconsin and Massachusetts. Bbva Wealth Solutions Inc is an advisory business operating out of Carlsbad, California. The firm has offices in 667 locations and a total of 393 employees. It administers $678 million in assets under management between its 2,310 customer accounts, placing it among the bigger financial advisory firms in the United States by assets under management. The firm provides services to one charities and foundations. Of its 2,310 accounts, just 5% are held by high-net-worth clients who have more than $1 million in assets available to invest. Bbva Wealth Solutions Inc offers a few services, including portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. A financial advisor's fees usually depend on the type of services provided. Fee types billed by Bbva Wealth Solutions Inc typically consist of asset-based fees.

Certifications and Registrations

Series 66

Years of Experience

17 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

3231 Camino De Los Coches
Carlsbad, CA 92009

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Bbva Wealth Solutions Inc Brokerage Details

Total Assets Under Management

$784,528,026

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

392

CA Average: 49
Total Number of Accounts

2,980

CA Average: 2,315
Average Account Size

$263,264

CA 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

Kevin Witowich Work History

Kevin has 17 years of experience.

2016 - Present (3 years)

Bbva Wealth Solutions Inc

2016 - Present (3 years)

Bbva Securities Inc

2016 - Present (3 years)

Compass Bank

2016 - Present (3 years)

Bbva Compass Insurance Agency, Inc

2011 - Present (8 years)

Oceanside Chamber Of Commerce

2013 - 2016 (3 years)

U.S. Bancorp Investments, Inc

2011 - 2013 (2 years)

Edward Jones

2010 - 2011 (1 year)

Smith-Laredo Specialty Surfaces

2008 - 2008 (< 1 year)

Bally Total Fitness

2001 - 2010 (9 years)

Surfin Fire

Disclosures

Kevin Witowich has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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