Angela
Melchor

Bbva Wealth Solutions Inc

CRD#6424130
Investment Advisor
in San Antonio, TX

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About this Advisor

Angela Melchor is an advisor in San Antonio, Texas. Currently a registered investment advisor with Bbva Wealth Solutions Inc, Melchor has 10 years of practice in the financial advisory industry. Melchor maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative. Melchor is registered to advise clients based out of North Carolina and Texas. Their career trajectory has included roles at Bbva Securities Inc, Compass Bank, Cavazos Income Tax And Financial Services, Bbva Compass Insurance Agency, Inc and Bbva Wealth Solutions Inc. Bbva Wealth Solutions Inc is based out of San Antonio, Texas, and operates out of 661 additional locations in the nation. As a company, Bbva Wealth Solutions Inc manages $1 billion in assets throughout 3,416 client accounts and retains more than 409 people. The level of assets currently under the firm's management makes it one of the larger financial advisory firms in the country. All of the firm's accounts are managed on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 5% of the advisory firm's clients 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 may charge clients asset-based fees.

Certifications and Registrations

Series 63, Series 65

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

990 East Basse Road
San Antonio, TX 78209

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Bbva Wealth Solutions Inc Brokerage Details

Total Assets Under Management

$1,107,966,421

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

409

TX Average: 49
Total Number of Accounts

3,416

TX Average: 2,315
Average Account Size

$324,346

TX 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

Angela Melchor Work History

Angela has 10 years of experience.

2017 - Present (5 years)

Bbva Wealth Solutions Inc

2015 - Present (7 years)

Bbva Compass Insurance Agency, Inc

2014 - Present (8 years)

Bbva Securities Inc

2011 - Present (11 years)

Compass Bank

2010 - 2011 (1 year)

Cavazos Income Tax And Financial Services

Disclosures

Angela Melchor has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Bbva Wealth Solutions Inc

Angela Melchor
San Antonio, TX
Jose Felipe Costilla
Sugar Land, TX
Sarah Black
Birmingham, AL
Tattiana Quiros
Houston, TX
John Wells
Fredericksburg, TX
Arturo Inigo
Houston, TX
Salomon Lahana
Sugar Land, TX
Annette Campos
Jacksonville, FL

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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