Michael
Giles

Bbva Wealth Solutions Inc

CRD#1879417
Investment Advisor
in Austin, TX
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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

Series 65, 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 Expressway
Austin, TX 78731

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Bbva Wealth Solutions Inc Brokerage Details

Total Assets Under Management

$678,261,604

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

393

TX Average: 49
Total Number of Accounts

2,310

TX Average: 2,315
Average Account Size

$293,620

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

Michael Giles Work History

Michael has 17 years of experience.

2013 - Present (6 years)

Bbva Securities Inc

2013 - Present (6 years)

Compass Bank

2013 - Present (6 years)

Bbva Wealth Solutions Inc

2013 - Present (6 years)

Bbva Compass Insurance Agency, Inc

2011 - 2013 (2 years)

Valic Financial Advisors

2009 - 2011 (2 years)

New York Life Insurance Company

2001 - 2008 (7 years)

Guaranty Brokerage Services, Inc

Disclosures

Michael Giles has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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