Bbva Wealth Solutions Inc
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About this Advisor
Arthur Dumm is a certified financial planner working in Dallas, Texas, with 11 years of work experience. Dumm works at Bbva Wealth Solutions Inc. Dumm has gained experience at The Investors Group, Metlife Securities, Inc, The Prudential Insurance Company Of America, Pruco Securities LLC, Bbva Securities Inc, Compass Bank, Bbva Wealth Solutions Inc and Bbva Compass Insurance Agency, Inc. Dumm holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Nevada, Texas and North Carolina. Bbva Wealth Solutions Inc is a company that has its headquarters in Dallas, Texas. The firm has offices in 667 locations and a total of 393 employees. It has $678 million in assets under management among its 2,310 accounts, placing it among the larger investment advisory firms in the country by assets under management. The firm advises one charities and foundations. Of its 2,310 customer accounts, just 5% are associated with high-net-worth clients who have more than $1 million in assets available to invest. Bbva Wealth Solutions Inc performs a set of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees for financial advisory services typically are based on the services. Fees charged 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
Arthur Dumm Work History
Arthur has 11 years of experience.
Bbva Securities Inc
Bbva Wealth Solutions Inc
Bbva Compass Insurance Agency, Inc
The Prudential Insurance Company Of America
Pruco Securities LLC
Metlife Securities, Inc
The Investors Group
Arthur Dumm has disclosures.
Please visit their SEC profile for more details.