Arthur
Dumm

Bbva Wealth Solutions Inc

CRD#5036029
Investment Advisor
in Dallas, TX
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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

Series 66, Certified Financial Planner

Years of Experience

11 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

Yes

Office Location

8080 North Central Expressway
Dallas, TX 75206

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Bbva Wealth Solutions Inc Brokerage Details

Total Assets Under Management

$678,261,604

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

393

TX Average: 49
Total Number of Accounts

2,310

TX Average: 2,315
Average Account Size

$293,620

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

Arthur Dumm Work History

Arthur has 11 years of experience.

2014 - Present (5 years)

Bbva Securities Inc

2014 - Present (5 years)

Compass Bank

2014 - Present (5 years)

Bbva Wealth Solutions Inc

2014 - Present (5 years)

Bbva Compass Insurance Agency, Inc

2012 - 2014 (2 years)

The Prudential Insurance Company Of America

2012 - 2014 (2 years)

Pruco Securities LLC

2009 - 2012 (3 years)

Metlife Securities, Inc

2007 - 2009 (2 years)

The Investors Group

Disclosures

Arthur Dumm has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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