Bbva Wealth Solutions Inc
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
Years of Experience
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Bbva Wealth Solutions Inc Brokerage Details
Let us help match you with the right financial advisor for your needs.Answer a few questions to get a personalized match.
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.
Bbva Securities, Inc
Bbva Wealth Solutions, Inc
Bank Of America, N.A
Merrill Lynch, Pierce, Fenner And Smith Inc
Club At Barefoot Beach
Zingales Real Estate Team
Chilis Bar And Grill
Lee Roy Selmon'S
Food Services Inc
West Coast Surf Shop
Daniel Trank has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Bbva Wealth Solutions Inc
San Marcos, TX
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.