Julio Cavazos (CRD# 6617946) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Harlingen, TX and has over 8 years of experience in the finance industry.
CRD# 6805674
Edward Jones
CRD# 1620378
Raymond James & Associates, Inc.
CRD# 2659346
Raymond James & Associates, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Harlingen, TX | Mar 2020 - Current | 4 |
| Bank Of America, N.a. | Harlingen, TX | Mar 2020 - Current | 4 |
| Jpmorgan Securities LLC | Brownsville, TX | Feb 2016 - Mar 2020 | 4 |
| Jpmorgan Chase Bank | Brownsville, TX | Feb 2016 - Mar 2020 | 4 |
| Lone Star National Bank | Pharr, TX | Jan 2015 - Feb 2016 | 1 |
| Falcon International Bank | Brownsville, TX | Jan 2013 - Jan 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2016 |
| S66 | NASAA Uniform Combined State Law Examination | Jul 2020 |
- TX
-
Total Assets Under Management1,271,594MILLIONS
-
Total Number of Accounts2,911,578ACCOUNTS
-
Average Account Value$436,737
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
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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