George Reyes, financial advisor Panorama City CA
93 score

George Reyes

CRD Number: 5582108
Current Firm: Unionbanc Investment Services, LLC

George Reyes (CRD# 5582108) is an Investment Advisor Representative working at Unionbanc Investment Services, LLC in Panorama City, CA and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Unionbanc Investment Services Panorama City, CA Aug 2017 - Current < 1
Bank Of America, N.a. Granada Hills, CA May 2012 - Aug 2017 5
Merrill Lynch, Pierce, Fenner & Smith Incorporated Granada Hills, CA Feb 2012 - Aug 2017 5
Wells Fargo Advisors LLC Los Angeles/valencia, CA Apr 2011 - Feb 2012 < 1
Wells Fargo Investment Valencia, CA Dec 2007 - Apr 2011 3
Wells Fargo Investment Valencia, CA Aug 2008 - Jan 2011 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2008
Contact Info for George A. Reyes
Phone Number: 800-634-1100
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    1,188
    MILLIONS
  • Total Number of Accounts
    3,842
    ACCOUNTS
  • Average Account Value
    $309,327
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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)
Types of Clients
Registered States

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, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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