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George Alexander Couch

Tiaa-Cref Individual & Institutional Services, LLC

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About George Alexander Couch

George Couch is a financial advisor with over 30 years of experience in the industry. George is currently registered with TIAA-CREF Individual & Institutional Services, LLC and has previously been affiliated with VOYA FINANCIAL ADVISORS, INC. and TEACHERS PERSONAL INVESTORS SERVICES, INC.. George holds the Series 6, 7, 63 and SIE securities licenses and is registered in all 50 states. George specializes in providing financial planning and portfolio management services to individuals, high-net-worth individuals, businesses, and charitable organizations.

Firm Information

George Couch is currently registered with Tiaa-Cref Individual & Institutional Services, LLC. TIAA-Cref Individual & Institutional Services, LLC is a Limited Liability Company formed in 2004 and headquartered in New York, NY. The firm provides financial planning and portfolio management services for individuals, corporations, charitable organizations, and high-net-worth individuals. They also offer selection of other advisers and participate in wrap fee programs. TIAA-Cref manages over $32 billion in assets for approximately 73,602 clients across the United States.
Tiaa-Cref Individual & Institutional Services, LLC

730 THIRD AVENUE

NEW YORK, NY 10017-3206

$32.68B

Assets Under Management

31,192

Total Clients

2,960

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Compensation from affiliates

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George Couch’s Registration & Firm History

FL

06/30/2022 - Present

Tiaa-Cref Individual & Institutional Services, LLC (Gainesville FL)

FL

01/07/2021 - 06/07/2022

VOYA FINANCIAL ADVISORS, INC. (Tampa FL)

FL

03/27/1991 - 11/13/2020

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (TAMPA FL)

NY

10/19/1994 - 12/31/1995

TEACHERS PERSONAL INVESTORS SERVICES, INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 11/13/1991

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/15/2004

Series 7 - General Securities Representative Examination

BC

Issued 03/26/1991

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for George Alexander Couch.
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