George AdamsCRD Number: 1351539
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
George Adams (CRD# 1351539) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Washington, DC and has over 38 years of experience in the finance industry.
David Wealth Management, LLC
Equitable Advisors, LLC
Reframe Wealth, LLC
|Bank Of America, Na||Washington, DC||Dec 2009 - Current||13|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Washington, DC||May 1983 - Current||40|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 1985|
|S65||NASAA Investment Advisors Law Examination||Nov 1995|
Total Assets Under Management1,093,689MILLIONS
Total Number of Accounts2,864,234ACCOUNTS
Average Account Value$381,844
- 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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