Andrew TuccilloCRD Number: 4457716
Current Firm: Unionbanc Investment Services, LLC
Andrew Tuccillo (CRD# 4457716) is an Investment Advisor Representative working at Unionbanc Investment Services, LLC in Rancho Mirage, CA and has over 14 years of experience in the finance industry.
Centaurus Financial, Inc.
Balboa Wealth Partners, Inc.
Flc Capital Advisors
|Unionbanc Investment Services||San Diego, CA||Jun 2014 - Current||3|
|Bank Of America, N.a.||San Diego, CA||May 2013 - May 2014||1|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||San Diego, CA||Jun 2011 - May 2014||2|
|Wfp Securities||San Diego, CA||Dec 2002 - Jun 2011||8|
|Western Financial Planning||San Diego, CA||Sep 2002 - Jun 2011||8|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jul 2003|
Total Assets Under Management773MILLIONS
Total Number of Accounts3,196ACCOUNTS
Average Account Value$241,970
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- 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, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV