George Reyes, financial advisor Stevenson Ranch CA

George Reyes

CRD Number: 5582108
Current Firm: Avantax Advisory Services

George Reyes (CRD# 5582108) is an Investment Advisor Representative working at Avantax Advisory Services in Stevenson Ranch, CA and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Avantax Advisory Services Stevenson Ranch, CA Dec 2020 - Current 3
Avantax Investment Services, Inc. Stevenson Ranch, CA Dec 2020 - Current 3
Avantax Insurance Agency, LLC Stevenson Ranch, CA Dec 2020 - Current 3
Stern, Kory, Sreden, & Morgan Aac Stevenson Ranch, CA Dec 2020 - Current 3
Unionbanc Investment Services, LLC Panorama City, CA Aug 2017 - Nov 2020 3
Bank Of America, N.a. Granada Hills, CA May 2012 - Aug 2017 5
Merrill Lynch, Pierce, Fenner & Smith Incorporated Granada Hills, CA Feb 2012 - Jul 2017 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2008
Contact Info for George A. Reyes
Phone Number: 972-870-6000
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    30,968
    MILLIONS
  • Total Number of Accounts
    123,393
    ACCOUNTS
  • Average Account Value
    $250,972
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • 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)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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, VT, WA, WI, WV, WY

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