Mary Beth Depalmo George
CRD Number: 722538Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Mary Beth Depalmo George (CRD# 722538) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Binghamton, NY and has over 43 years of experience in the finance industry.
CRD# 4349306
Lpl Financial LLC
CRD# 2135902
Stifel, Nicolaus & Company, Incorporated
CRD# 4893694
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bank Of America, N.a. | Binghamton, NY | Apr 2012 - Current | 12 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Binghamton, NY | Jan 1981 - Current | 43 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1981 |
- CT
- NY
- 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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