Maria
Martinez

Bbva Wealth Solutions Inc

CRD#5035914
Investment Advisor
in Houston, TX

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About this Advisor

Maria Martinez is an investment advisor who works out of Houston, Texas. Currently a registered financial advisor with Bbva Wealth Solutions Inc, they have accrued 10 years of professional experience. Martinez has a Series 66 license, designating the advisor as both a securities agent and an investment advisor representative. Martinez can operate based out of Texas. Over the course of their career, they have held roles at Bbva Usa, Inc, Bbva Securities Inc, Bbva Insurance Agency, Inc, Global Financial Services, Next Financial Group, Cole Therapy Center and Bbva Wealth Solutions, Inc. Bbva Wealth Solutions Inc is headquartered in Houston, Texas, and operates out of 661 offices across the nation. Overall, Bbva Wealth Solutions Inc manages $1 billion in assets dispersed across 3,416 client accounts and employs more than 409 people. The amount of assets the firm manages makes it one of the larger investment advisory 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 firm's clients are high-net-worth individuals, meaning they have more than $1 million in capital. Bbva Wealth Solutions Inc can provide portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. The firm may charge clients asset-based fees.

Certifications and Registrations

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

Yes

Office Location

2200 Post Oak Blvd
Houston, TX 77056

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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

Maria Martinez Work History

Maria has 10 years of experience.

2019 - Present (3 years)

Bbva Usa, Inc

2019 - Present (3 years)

Bbva Securities Inc

2019 - Present (3 years)

Bbva Insurance Agency, Inc

2018 - Present (4 years)

Bbva Wealth Solutions, Inc

2014 - 2019 (5 years)

Global Financial Services

2010 - 2014 (4 years)

Next Financial Group

2010 - 2010 (< 1 year)

Cole Therapy Center

Disclosures

Maria Martinez has 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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