Joshua
Collins

Bbva Wealth Solutions Inc

CRD#4902102
Investment Advisor
in San Antonio, TX

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About this Advisor

Joshua Collins is a financial advisor whose office is in San Antonio, Texas. Currently a registered financial advisor at Bbva Wealth Solutions Inc, they have accrued 10 years of work experience. Collins maintains Series 63 and Series 65 licenses, which designate the advisor as both a securities agent and an investment advisor representative. Collins is registered to work with customers based out of Texas. During their career, the advisor has held roles at Merrill Lynch, Pierce, Fenner & Smint, Inc, Bank Of America, Na, Amegy Bank N. A, Amegy Investments, Inc, Lpl Financial, LLC, Compass Bank, Bbva Securities Inc, Bbva Compass Insurance Agency Inc, The Crossing Community Church and Bbva Wealth Solutions Inc. Bbva Wealth Solutions Inc is located in San Antonio, Texas, and has 661 locations throughout the country. As a registered investment firm, Bbva Wealth Solutions Inc oversees $1 billion in assets throughout 3,416 accounts and retains more than 409 people. The firm's total assets under management makes it one of the larger investment advisory firms in the nation. 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 advisor firm's customers are high-net-worth individuals, meaning they have more than $1 million in capital. Bbva Wealth Solutions Inc offers portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. The firm's fees may include 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

112 E Pecan Street
San Antonio, TX 78205

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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

Joshua Collins Work History

Joshua has 10 years of experience.

2017 - Present (5 years)

Compass Bank

2017 - Present (5 years)

Bbva Securities Inc

2017 - Present (5 years)

Bbva Compass Insurance Agency Inc

2017 - Present (5 years)

Bbva Wealth Solutions Inc

2015 - Present (7 years)

The Crossing Community Church

2015 - 2017 (2 years)

Lpl Financial, LLC

2013 - 2015 (2 years)

Amegy Investments, Inc

2012 - 2016 (4 years)

Amegy Bank N. A

2010 - 2012 (2 years)

Merrill Lynch, Pierce, Fenner & Smint, Inc

2010 - 2012 (2 years)

Bank Of America, Na

Disclosures

Joshua Collins has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Bbva Wealth Solutions Inc

Cheryl Persons
Austin, TX
William Lyness
Scottsdale, AZ
Roberto Vargas
Houston, TX
Gerald Mattingly
Spring, TX
Angela Melchor
San Antonio, TX
Mirko Lazenby
San Diego, CA
Joshua Piercy
Lake Havasu City, AZ
Aaron Rice
Sacramento, CA

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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