George Buchheister (CRD# 3127092) is an Investment Advisor Representative working at Valuewealth Services, LLC in Upper Marlboro, MD and has over 23 years of experience in the finance industry.
CRD# 4092356
David Wealth Management, LLC
CRD# 2247685
Equitable Advisors, LLC
CRD# 2185673
Cornerstone Advisory
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Valuewealth Services | Annapolis, MD | Oct 2023 - Current | < 1 |
| Welocalize Inc. | Upper Marlboro, MD | Jul 2011 - Jul 2023 | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2000 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2023 |
- MD
-
Total Assets Under Management197MILLIONS
-
Total Number of Accounts292ACCOUNTS
-
Average Account Value$674,332
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
CA, FL, MD, NM, NY, OH, VA
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