Mirko
Lazenby

Bbva Wealth Solutions Inc

CRD#1458091
Investment Advisor
in San Diego, CA
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About this Advisor

Mirko Lazenby is a certified financial planner operating out of San Diego, California, who has been in the financial industry for 20 years. Lazenby works at Bbva Wealth Solutions Inc. Lazenby has gained experience at Compass Bank, Wm Financial Services, Inc, Chase Investment Services Corp, Bbva Compass Investment Solutions, Inc, St. Johns Investment Management Co, Bbva Wealth Solutions Inc, Bbva Securities Inc and Bbva Compass Insurance Agency, Inc. Lazenby has a Series 63 license, designating them as a securities agent, and is registered to serve investors in California. Bbva Wealth Solutions Inc is a financial advisory firm that has its headquarters in San Diego, California. The investment advisory business has offices in 667 locations and a total of 393 employees. It controls $678 million in total assets between its 2,310 accounts, making it one of the bigger financial advisory firms in the country by assets under management. The firm provides financial advisory services to one charities and foundations. Of its 2,310 client accounts, just 5% are held by high-net-worth clients who have greater than $1 million in assets available to invest. Bbva Wealth Solutions Inc performs a set of services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees charged by financial advisors vary depending on which service is provided. Fees billed by Bbva Wealth Solutions Inc typically consist of asset-based fees.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

20 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

402 W. Broadway, 23Rd Floor
San Diego, CA 92101

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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

Mirko Lazenby Work History

Mirko has 20 years of experience.

2013 - Present (6 years)

Bbva Securities Inc

2010 - Present (9 years)

Compass Bank

2010 - 2013 (3 years)

Bbva Compass Investment Solutions, Inc

2010 - 2010 (0 years)

St. Johns Investment Management Co

2010 - Present (9 years)

Bbva Wealth Solutions Inc

2010 - Present (9 years)

Bbva Compass Insurance Agency, Inc

2009 - 2010 (1 years)

Chase Investment Services Corp

1998 - 2010 (12 years)

Wm Financial Services, Inc

Disclosures

Mirko Lazenby has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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