Raymond CasillasCRD Number: 6528858
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Raymond Casillas (CRD# 6528858) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Tomball, TX and has over 6 years of experience in the finance industry.
Avidian Wealth Solutions, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Valic Financial Advisors, Inc.
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Houston, TX||Apr 2018 - Current||3|
|Bank Of America, N.a.||Houston, TX||Apr 2018 - Current||3|
|Jp Morgan Securities LLC||Houston, TX||Jun 2015 - Mar 2018||2|
|Jp Morgan Chase Bank||Houston, TX||Mar 2010 - Mar 2018||8|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 2015|
|S66||NASAA Uniform Combined State Law Examination||Jul 2018|
Total Assets Under Management1,084,544MILLIONS
Total Number of Accounts2,605,171ACCOUNTS
Average Account Value$416,304
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- 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, 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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