Bbva Wealth Solutions Inc

Investment Advisor
in Tampa, FL

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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

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



Office Location

4211 W Boy Scout Blvd, Suite 200
Tampa, FL 33607

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Bbva Wealth Solutions Inc Brokerage Details

Total Assets Under Management


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


FL Average: 49
Total Number of Accounts


FL Average: 2,315
Average Account Size


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

James Martin Work History

James has 10 years of experience.

2020 - Present (2 years)

Bbva Securities Inc

2020 - Present (2 years)

Bbva Insurance Agency, Inc

2020 - Present (2 years)

Bbva Usa

2020 - Present (2 years)

Bbva Wealth Solutions, Inc

2018 - 2020 (2 years)

Lincoln Financial Advisors Corporation

2016 - 2018 (2 years)

Wells Fargo Clearing Services, LLC

2013 - 2016 (3 years)

Wells Fargo Advisors, LLC

2010 - 2013 (3 years)

Morgan Stanley Smith Barney


James Martin has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Bbva Wealth Solutions Inc

Laura Granado
Dallas, TX
Aaron Rice
Sacramento, CA
Kristopher Field
Dallas, TX
Reuben Johnson
Anniston, AL
John Brown
Dothan, AL
Michael Rains
Jacksonville Beach, FL
Sergio Rodriguez
Del Rio, TX
Daniel Trank
Jacksonville, FL

The content in this profile was updated by SmartAsset on 08/06/2020 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com. The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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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