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Jorge Luis Rivas padilla

Bbva Global Wealth Advisors, Inc.

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About Jorge Luis Rivas padilla

Jorge Luis Rivas Padilla is an investment advisor representative with Bbva Global Wealth Advisors, Inc.. Jorge Luis is licensed in Florida and Texas. Jorge Luis is a Chartered Financial Analyst (CFA). Jorge Luis has been in the financial services industry since 2012. Prior to joining Bbva Global Wealth Advisors, Inc., Jorge Luis was employed by PNC Investments and BBVA Securities Inc.. Jorge Luis primarily works with high-net-worth individuals and corporations.

Firm Information

Jorge Rivas padilla is currently registered with Bbva Global Wealth Advisors, Inc.. BBVA Global Wealth Advisors, Inc. is an investment advisor registered with the SEC. Headquartered in Miami, FL, they manage approximately $399 million in assets for 230 clients. Their focus is on portfolio management for individuals and businesses. The firm's services include portfolio management, financial planning, and other advisory services. They provide services to high-net-worth individuals, corporations, other businesses, and foreign trusts.
Bbva Global Wealth Advisors, Inc.

501 BRICKELL KEY DRIVE

MIAMI, FL 33131

$399.00M

Assets Under Management

Not reported

Total Clients

15

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jorge Rivas padilla’s Registration & Firm History

FL

04/30/2024 - Present

Bbva Global Wealth Advisors, Inc. (MIAMI FL)

TX

09/17/2021 - 11/30/2023

PNC INVESTMENTS (HOUSTON TX)

TX

02/04/2020 - 09/17/2021

BBVA SECURITIES INC. (HOUSTON TX)

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Licenses & Designations

BC

Issued 02/01/2020

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/27/2020

Series 7TO - General Securities Representative Examination

BC

Issued 01/15/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jorge Luis Rivas padilla.
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