Daniel
Trank

Bbva Wealth Solutions Inc

CRD#6904498
Investment Advisor
in Jacksonville, FL

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About this Advisor

Daniel Trank is a financial advisor whose office is in Jacksonville, Florida. Currently a registered financial advisor with Bbva Wealth Solutions Inc, they have accumulated 10 years of professional experience. Trank holds a Series 66 license, certifying the advisor as both a securities agent and an investment advisor representative. Trank is able to work with investors based out of Florida. Their career trajectory has included roles at Lee Roy Selmon'S, Traders Restaurant, Bbva Securities, Inc, Bbva Usa, Bank Of America, N.A, Merrill Lynch, Pierce, Fenner And Smith Inc, Club At Barefoot Beach, Pavlinec Investments, Zingales Real Estate Team, Allyn International, Scotlynn Logistics, Chilis Bar And Grill, Food Services Inc, West Coast Surf Shop and Bbva Wealth Solutions, Inc. Bbva Wealth Solutions Inc is headquartered in Jacksonville, Florida, and has 661 locations across the country. In aggregate, Bbva Wealth Solutions Inc oversees $1 billion in assets across 3,416 client accounts and employs more than 409 people. The amount of assets the firm manages makes it one of the larger investment advisory firms in the United States. All of the firm's accounts are managed on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 5% of the advisory firm's investors are high-net-worth individuals, meaning they have over $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

10 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

No

Office Location

10060 Skinner Lake Dr
Jacksonville, FL 32246

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Bbva Wealth Solutions Inc Brokerage Details

Total Assets Under Management

$1,107,966,421

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

409

FL Average: 49
Total Number of Accounts

3,416

FL Average: 2,315
Average Account Size

$324,346

FL 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

Daniel Trank Work History

Daniel has 10 years of experience.

2020 - Present (2 years)

Bbva Securities, Inc

2020 - Present (2 years)

Bbva Usa

2020 - Present (2 years)

Bbva Wealth Solutions, Inc

2019 - 2020 (1 year)

Bank Of America, N.A

2018 - 2020 (2 years)

Merrill Lynch, Pierce, Fenner And Smith Inc

2017 - 2017 (< 1 year)

Club At Barefoot Beach

2017 - 2017 (< 1 year)

Pavlinec Investments

2017 - 2017 (< 1 year)

Zingales Real Estate Team

2017 - 2017 (< 1 year)

Allyn International

2016 - 2017 (1 year)

Scotlynn Logistics

2014 - 2017 (3 years)

Chilis Bar And Grill

2013 - 2014 (1 year)

Lee Roy Selmon'S

2013 - 2014 (1 year)

Food Services Inc

2012 - 2013 (1 year)

West Coast Surf Shop

2010 - 2012 (2 years)

Traders Restaurant

Disclosures

Daniel Trank has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Bbva Wealth Solutions Inc

Kacie Mosmeyer
San Marcos, TX
Jamar Jones
Dallas, TX
Maria Martinez
Houston, TX
Matthew Disalvo
Birmingham, AL
Jonathan Woodford
Austin, TX
John Brown
Dothan, AL
James Martin
Tampa, FL
James Notzon
Laredo, TX

The content in this profile was updated on 08/06/2020, using data compiled from the SEC and FINRA.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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