Bbva Wealth Solutions Inc
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
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
Gerald Mattingly Work History
Gerald has 10 years of experience.
Bbva Securities Inc
Bbva Wealth Solutions Inc
Bbva Compass Insurance Agency, Inc
Bbva Compass Investment Solutions, Inc
Gerald Mattingly has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Bbva Wealth Solutions Inc
San Antonio, TX
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