Max Manack (CRD# 1358640) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Statesboro, GA and has over 38 years of experience in the finance industry.
CRD# 6297840
Edward Jones
CRD# 5908277
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 4919623
Cfg Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bank Of America, N.a. | Statesboro, GA | Jul 2011 - Current | 12 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Savannah, GA | Feb 1985 - Current | 39 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 1985 |
| S65 | NASAA Investment Advisors Law Examination | Dec 1994 |
- GA
- TX
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Total Assets Under Management1,271,594MILLIONS
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Total Number of Accounts2,911,578ACCOUNTS
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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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