Lorin
Mcmurray

Bbva Wealth Solutions Inc

CRD#1719473
Investment Advisor
in Austin, TX
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About this Advisor

Lorin Mcmurray is a certified financial planner located in Austin, Texas. Currently an advisor at Bbva Wealth Solutions Inc, Mcmurray has 17 years of work experience. Mcmurray has a Series 63 license, qualifying them as a securities agent. Mcmurray is registered to act as an advisor in Texas. Over the course of their career, they have held roles at Bbva Wealth Solutions Inc, Bbva Compass Investment Solutions, Inc, Compass Bank, Guaranty Brokerage Services, Inc, Bbva Securities Inc and Bbva Compass Insurance Agency, Inc. Bbva Wealth Solutions Inc is based out of Austin, Texas, and has 667 offices across the United States. Overall, Bbva Wealth Solutions Inc oversees $678 million in assets dispersed across 2,310 accounts and retains more than 393 people. The firm's total assets under management places it among the bigger firms in the United States. All of the firm's accounts are managed on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 5% of the advisory firm's clients are high-net-worth individuals, meaning they have over $1 million in assets. Bbva Wealth Solutions Inc provides 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, Certified Financial Planner

Years of Experience

17 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

5800 North Mopac
Austin, TX 78731

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Bbva Wealth Solutions Inc Brokerage Details

Total Assets Under Management

$784,528,026

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

392

TX Average: 49
Total Number of Accounts

2,980

TX Average: 2,315
Average Account Size

$263,264

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

Lorin Mcmurray Work History

Lorin has 17 years of experience.

2013 - Present (6 years)

Bbva Securities Inc

2011 - Present (8 years)

Bbva Wealth Solutions Inc

2009 - Present (10 years)

Bbva Compass Insurance Agency, Inc

2010 - 2013 (3 years)

Bbva Compass Investment Solutions, Inc

2009 - 2017 (8 years)

Compass Bank

2001 - 2009 (8 years)

Guaranty Brokerage Services, Inc

Disclosures

Lorin Mcmurray has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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