Jorie CulliganCRD Number: 5328268
Current Firm: Stifel, Nicolaus & Company, Incorporated
Jorie Culligan (CRD# 5328268) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Charlotte, NC and has over 10 years of experience in the finance industry.
Prospera Financial Services, Inc.
Dalton Financial LLC
M Holdings Securities, Inc.
|Stifel Nicolaus & Co Inc.||Charlotte, NC||Apr 2010 - Current||7|
|Morgan Stanley Smith Barney||Charlotte, NC||Jun 2009 - Apr 2010||< 1|
|Citigroup Global Markets Inc.||Charlotte, NC||Apr 2007 - Apr 2010||3|
|Paychex||Charlotte, NC||Jul 1997 - Apr 2007||9|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jun 2007|
Total Assets Under Management38,401MILLIONS
Total Number of Accounts115,441ACCOUNTS
Average Account Value$332,650
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, 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, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV