Bbva Wealth Solutions Inc
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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
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
Lorin Mcmurray Work History
Lorin has 17 years of experience.
Bbva Securities Inc
Bbva Wealth Solutions Inc
Bbva Compass Investment Solutions, Inc
Bbva Compass Insurance Agency, Inc
Guaranty Brokerage Services, Inc
Lorin Mcmurray has no disclosures.
Please visit their SEC profile for more details.