Fred Escobedo (CRD# 5676486) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Canyon Country, CA and has over 14 years of experience in the finance industry.
CRD# 3184578
Citigroup Global Markets Inc.
CRD# 2170883
Ubs Financial Services Inc.
CRD# 6057464
Kinetic Investment Management, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bank Of America, N.a. | Newhall, CA | Oct 2018 - Current | 5 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Newhall, CA | Mar 2010 - Current | 14 |
| Bank Of America, N.a. | Newhall, CA | Mar 2010 - Jul 2018 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2009 |
| S66 | NASAA Uniform Combined State Law Examination | Sep 2018 |
- CA
- 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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