Bbva Wealth Solutions Inc
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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
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
Mirko Lazenby Work History
Mirko has 20 years of experience.
Bbva Securities Inc
Bbva Wealth Solutions Inc
Bbva Compass Insurance Agency, Inc
Bbva Compass Investment Solutions, Inc
St. Johns Investment Management Co
Chase Investment Services Corp
Wm Financial Services, Inc
Mirko Lazenby has disclosures.
Please visit their SEC profile for more details.