George BonafedeCRD Number: 1856268
Current Firm: Wells Fargo Clearing Services, LLC
George Bonafede (CRD# 1856268) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Orlando, FL and has over 29 years of experience in the finance industry.
Ameriprise Financial Services, Inc.
American Financial Advisors Inc.
Retirement Wealth Advisors, Inc.
|Wells Fargo Clearing Services, LLC||Orlando, FL||Nov 2016 - Current||1|
|Wells Fargo Advisors LLC||Orlando, FL||Nov 2010 - Nov 2016||6|
|Bank Of America, Na||The Villages, FL||Dec 2009 - Nov 2010||< 1|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Apopka, FL||Oct 2009 - Nov 2010||1|
|Banc Of America Investment Services, Inc.||Charlotte, NC||Aug 2000 - Oct 2009||9|
|Banc Of America Insurance Services, Inc.||Lady Lake, FL||Aug 2000 - Oct 2009||9|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 1988|
|S65||NASAA Investment Advisors Law Examination||Sep 1996|
Total Assets Under Management409,716MILLIONS
Total Number of Accounts1,359,521ACCOUNTS
Average Account Value$301,368
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- 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)
AK, AL, AR, AZ, 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, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY