George Reyes, financial advisor Granada Hills CA
81 score

George Reyes

CRD Number: 5582108
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

George Reyes (CRD# 5582108) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Granada Hills, CA and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, N.a. Granada Hills, CA May 2012 - Current 4
Merrill Lynch, Pierce, Fenner & Smith Incorporated Granada Hills, CA Feb 2012 - Current 4
Wells Fargo Advisors LLC Los Angeles/valencia, CA Apr 2011 - Feb 2012 < 1
Wells Fargo Investment Valencia, CA Dec 2007 - Apr 2011 3
Wells Fargo Investment Valencia, CA Aug 2008 - Jan 2011 2
Wells Fargo Bank Valencia, CA Jul 2007 - Dec 2007 < 1
Wells Fargo Bank Valencia, CA Jul 2006 - Jul 2007 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2008
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for George A. Reyes
Phone Number: 800-637-7455
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    575,342
    MILLIONS
  • Total Number of Accounts
    1,715,259
    ACCOUNTS
  • Average Account Value
    $335,425
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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)
  • Other
Types of Clients
Registered States

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

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BADGES
81

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