Bbva Wealth Solutions Inc

Investment Advisor
in Houston, TX

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About this Advisor

Roberto Vargas is an investment advisor whose office is in Houston, Texas. Currently an advisor at Bbva Wealth Solutions Inc, they have accumulated 10 years of work experience. Vargas holds Series 63 and Series 65 licenses, certifying the advisor as both a securities agent and an investment advisor representative. Vargas is able to operate based out of Texas. Throughout their career, they have worked at Bbva Compass Investment Solutions Inc, Bbva Compass Insurance Agency, Inc, Bbva Securities Inc, Bbva Wealth Solutions Inc, Bbva Compass Insurance Agency Inc and Compass Bank. Bbva Wealth Solutions Inc is based out of Houston, Texas, and operates out of 661 locations across the United States. Overall, Bbva Wealth Solutions Inc manages $1 billion in assets throughout 3,416 accounts and retains more than 409 people. The level of assets currently under the firm's management makes it one of the bigger financial advisory firms in the United States. All of the firm's accounts are managed on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 5% of the advisory firm's investors are high-net-worth individuals, meaning they have more than $1 million in capital. Bbva Wealth Solutions Inc offers 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 63, Series 65

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



Office Location

2200 Post Oak Boulevard
Houston, TX 77056

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Bbva Wealth Solutions Inc Brokerage Details

Total Assets Under Management


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


TX Average: 49
Total Number of Accounts


TX Average: 2,315
Average Account Size


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

Roberto Vargas Work History

Roberto has 10 years of experience.

2014 - Present (8 years)

Bbva Wealth Solutions Inc

2013 - Present (9 years)

Bbva Securities Inc

2012 - Present (10 years)

Bbva Compass Insurance Agency, Inc

2012 - Present (10 years)

Bbva Compass Insurance Agency Inc

2010 - Present (12 years)

Compass Bank

2010 - 2013 (3 years)

Bbva Compass Investment Solutions Inc


Roberto Vargas has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Bbva Wealth Solutions Inc

Sisi Loudon
Austin, TX
Kacie Mosmeyer
San Marcos, TX
Jamar Jones
Dallas, TX
Robert Evans
Austin, TX
James Martin
Tampa, FL
John Brown
Dothan, AL
Careena Patel
Dallas, TX
Joshua Collins
San Antonio, TX

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 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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