Bbva Wealth Solutions Inc
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About this Advisor
Michael Giles is a certified financial planner located in Austin, Texas. Currently a registered investment advisor at Bbva Wealth Solutions Inc, Giles has 17 years of work experience in the financial advisory industry. Giles has Series 65 and Series 63 licenses, qualifying them as both a securities agent and an investment advisor representative. Giles can operate in Texas. The advisor has gained experience at Bbva Securities Inc, Guaranty Brokerage Services, Inc, New York Life Insurance Company, Valic Financial Advisors, Compass Bank, Bbva Wealth Solutions Inc and Bbva Compass Insurance Agency, Inc. Bbva Wealth Solutions Inc is based out of Austin, Texas, and operates out of 667 other offices in the country. As a company, Bbva Wealth Solutions Inc manages $678 million in assets throughout 2,310 client accounts and employs more than 393 people. The level of assets currently under the firm's management makes it one of the bigger firms in the United States. All of the firm's accounts are managed on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 5% of the advisory firm's customers 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'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
Michael Giles Work History
Michael has 17 years of experience.
Bbva Securities Inc
Bbva Wealth Solutions Inc
Bbva Compass Insurance Agency, Inc
Valic Financial Advisors
New York Life Insurance Company
Guaranty Brokerage Services, Inc
Michael Giles has no disclosures.
Please visit their SEC profile for more details.