Gerald
Mattingly

Bbva Wealth Solutions Inc

CRD#2510024
Investment Advisor
in Spring, TX

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About this Advisor

Gerald Mattingly is a financial advisor based in Spring, Texas, with 10 years of work experience. Mattingly works at Bbva Wealth Solutions Inc. Mattingly has gained experience at Bbva Compass Investment Solutions, Inc, Compass Bank, Bbva Wealth Solutions Inc, Bbva Securities Inc and Bbva Compass Insurance Agency, Inc. Mattingly maintains Series 63, Series 65 and Series 66 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to operate in Texas. Bbva Wealth Solutions Inc is a company based out of Spring, Texas. It has offices in 661 locations and a total of 409 employees. It oversees $1 billion in total assets across its 3,416 client accounts, making it one of the bigger financial advisory firms in the country by assets under management. The firm advises four charitable organizations. Of its 3,416 customer accounts, just 5% are held by high-net-worth investors who have at least $1 million in investable assets. The business has a set of services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Financial advisory fees typically are based on which service is provided. Fee types billed by Bbva Wealth Solutions Inc typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65, Series 66

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

8100 Research Forest Drive
Spring, TX 77382

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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

Gerald Mattingly Work History

Gerald has 10 years of experience.

2013 - Present (9 years)

Bbva Securities Inc

2011 - Present (11 years)

Bbva Wealth Solutions Inc

2010 - Present (12 years)

Compass Bank

2010 - Present (12 years)

Bbva Compass Insurance Agency, Inc

2010 - 2013 (3 years)

Bbva Compass Investment Solutions, Inc

Disclosures

Gerald Mattingly has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Bbva Wealth Solutions Inc

Brian Wasson
Azle, TX
Donna Tyler
Houston, TX
Angela Melchor
San Antonio, TX
Roberto Vargas
Houston, TX
Lindsay Strattan
Houston, TX
Careena Patel
Dallas, TX
Eliab Alonzo
Mission, TX
Edward Montanez
Denver, CO

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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