Bbva Wealth Solutions Inc
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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
Years of Experience
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Bbva Wealth Solutions Inc Brokerage Details
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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.
Bbva Securities Inc
Bbva Compass Insurance Agency, Inc
Bbva Wealth Solutions Inc
Oceanside Chamber Of Commerce
U.S. Bancorp Investments, Inc
Smith-Laredo Specialty Surfaces
Kevin Witowich has disclosures.
Please visit their SEC profile for more details.
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