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 in Carlsbad, California. Currently a registered financial advisor with Bbva Wealth Solutions Inc, Witowich has 18 years of practice in the financial advisory industry. Witowich has a Series 66 license, which qualifies the advisor as both a securities agent and an investment advisor representative. Witowich is registered to serve customers in California, Massachusetts, Minnesota, Nevada, Oregon, Texas, Washington and Wisconsin. Their career trajectory has included roles at Smith-Laredo Specialty Surfaces, Surfin Fire, Edward Jones, U.S. Bancorp Investments, Inc, Bbva Securities Inc, Compass Bank, Bbva Compass Insurance Agency, Inc, Oceanside Chamber Of Commerce and Bbva Wealth Solutions Inc. Bbva Wealth Solutions Inc is based out of Carlsbad, California, and has 667 offices across the United States. In aggregate, Bbva Wealth Solutions Inc oversees $876 million in assets covering 3,061 accounts and employs more than 389 people. The level of assets currently under the firm's management places it among the larger financial advisory firms in the nation. All of the firm's accounts are managed on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 4% of the firm's investors are high-net-worth individuals, meaning they have greater than $1 million in investable assets. Bbva Wealth Solutions Inc offers portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. The firm's fees may include asset-based fees.

Certifications and Registrations

Series 66

Years of Experience

19 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

$875,572,293

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

389

CA Average: 49
Total Number of Accounts

3,061

CA Average: 2,315
Average Account Size

$286,041

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 19 years of experience.

2016 - Present (4 years)

Bbva Securities Inc

2016 - Present (4 years)

Compass Bank

2016 - Present (4 years)

Bbva Compass Insurance Agency, Inc

2016 - Present (4 years)

Bbva Wealth Solutions Inc

2011 - Present (9 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

2001 - 2010 (9 years)

Surfin Fire

Disclosures

Kevin Witowich has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Bbva Wealth Solutions Inc

Charlene Reyes
Birmingham, AL
Alberto Valdes
Houston, TX
Stephanie Jones
Fort Walton Beach, FL
Linda Duncan
Flower Mound, TX
Peter Smegielski
Vista, CA
Brad Baker
Glendale, AZ
Erin Smith
Granbury, TX
Juan Carlos Barraza
Houston, TX

This content was compiled from the SEC and FINRA.

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