George CuevasCRD Number: 5544262
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Compensation Model: Both
Legacy Care Wealth, LLC
Cfs Investment Advisory Services LLC
|Bank Of America Na||Florham Park, NJ||Jun 2011 - Current||6|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Florham Park, NJ||Apr 2011 - Current||7|
|Raymond James Financial Services, Inc.||New York, NY||Oct 2009 - Apr 2011||1|
|Chase Investment Services Corp.||New York, NY||May 2009 - Oct 2009||< 1|
|Jp Morgan Chase Bank Na||New York, NY||May 2009 - Oct 2009||< 1|
|Newbridge Securities Corporation||New York, NY||Jun 2008 - Jan 2009||< 1|
|Villanova University||Villanova, PA||Jul 2004 - May 2008||3|
|Exam Code||Name||Passed Date|
|S7||General Securities Representative Examination (GS)||Jul 2008|
|S63||Uniform Securities State Law Examination||Jul 2008|
|S65||NASAA Investment Advisors Law Examination||Dec 2009|
Total Assets Under Management639,574MILLIONS
Total Number of Accounts1,831,494ACCOUNTS
Average Account Value$349,209
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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