Christopher
Cuneo
Tiaa-Cref Individual & Institutional Services, LLC
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About this Advisor
Christopher Cuneo is a financial advisor based in Lewisville, Texas, working with Tiaa-Cref Individual & Institutional Services, LLC. Christopher has previously held positions at C2 Education Southlake, Waddell & Reed, Inc, Various Insurance Carriers For W & R Insurance Agencies, Presidential Election Republican Voter Turnout, Wells Fargo Clearning Svcs, LLC, Ameriprise Financial Services, Inc, Usaa Investment Services Company, Usaa Financial Advisors Inc, Randstad Staffing, Tiaa Cref Individual & Institutional Services, LLC, and Tiaa. Christopher has passed the Series 66 regulatory exam and is registered to provide services in Texas. Currently, Christopher is part of Tiaa-Cref Individual & Institutional Services, LLC, which operates out of Lewisville, Texas. The firm has 137 offices and 1,519 employees. The firm manages assets totaling $32.7 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Tiaa-Cref Individual & Institutional Services, LLC includes asset-based and other fees.
Certifications and Registrations
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Tiaa-Cref Individual & Institutional Services, LLC Brokerage Details
$32,676,871,332
1,519
73,602
$443,967
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Christopher Cuneo Work History
Tiaa Cref Individual & Institutional Services, LLC
Tiaa
Usaa Investment Services Company
Usaa Financial Advisors Inc
Randstad Staffing
Ameriprise Financial Services, Inc
Wells Fargo Clearning Svcs, LLC
Presidential Election Republican Voter Turnout
Waddell & Reed, Inc
Various Insurance Carriers For W & R Insurance Agencies
C2 Education Southlake
Disclosures
Please visit the SEC profile of Christopher Cuneo to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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