Bbva Wealth Solutions Inc
About this Advisor
James Martin is a certified financial planner operating in Tampa, Florida, with 10 years of experience as a financial advisor. Martin is currently employed by Bbva Wealth Solutions Inc. Throughout their career, Martin has worked at Bbva Securities Inc, Bbva Insurance Agency, Inc, Bbva Usa, Lincoln Financial Advisors Corporation, Wells Fargo Clearing Services, LLC, Wells Fargo Advisors, LLC, Morgan Stanley Smith Barney and Bbva Wealth Solutions, Inc. Martin has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can operate in Alabama, Florida, Kansas, Kentucky, North Carolina and Virginia. Bbva Wealth Solutions Inc is an advisory business based in Tampa, Florida. The company has offices in 661 locations and a total of 409 advisors. It controls $1 billion in assets under management among its 3,416 client accounts, making it one of the larger firms in the nation by assets under management. The firm provides financial advice to four charitable organizations. Of its 3,416 client accounts, just 5% are held by high-net-worth clients who have at least $1 million in assets available to invest. Bbva Wealth Solutions Inc offers a set of services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees for financial management typically vary depending on which services are offered. Fee types 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
James Martin Work History
James has 10 years of experience.
Bbva Securities Inc
Bbva Insurance Agency, Inc
Bbva Wealth Solutions, Inc
Lincoln Financial Advisors Corporation
Wells Fargo Clearing Services, LLC
Wells Fargo Advisors, LLC
Morgan Stanley Smith Barney
James Martin has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Bbva Wealth Solutions Inc
Jacksonville Beach, FL
Del Rio, TX
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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.