George Cuevas
CRD Number: 5544262Current Firm: Raymond James Financial Services Advisors, Inc.
Compensation Model: Both
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 1420183
Financial Life Focus, LLC
CRD# 5146297
Origin Investment Advisory LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Raymond James Financial Services | Basking Ridge, NJ | Jun 2021 - Current | 2 |
| Raymond James Financial Services Advisors | Basking Ridge, NJ | Jun 2021 - Current | 2 |
| Ironridge Wealth Management Group | Basking Ridge, NJ | Jun 2021 - Current | 2 |
| Maverick Wealth Advisors LLC | Basking Ridge, NJ | Jun 2021 - Current | 2 |
| Bank Of America Na | Florham Park, NJ | Jun 2011 - Jun 2021 | 10 |
| Merrill Lynch, Pierce, Fenner & Smith Inc. | Florham Park, NJ | Apr 2011 - Jun 2021 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2008 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2009 |
- NJ
- TX
-
Total Assets Under Management275,430MILLIONS
-
Total Number of Accounts985,117ACCOUNTS
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Average Account Value$279,591
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- 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
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, VI, VT, WA, WI, WV, WY
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