Julie Nix, financial advisor Cloverdale CA
90 score

Julie Nix

CRD Number: 6047121
Current Firm: Cuso Financial Services, LP

Julie Nix (CRD# 6047121) is an Investment Advisor Representative working at Cuso Financial Services, LP in Cloverdale, CA and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Cuso Financial Services, LP San Diego, CA Aug 2014 - Current 2
Redwood Credit Union Ukiah, CA Aug 2014 - Current 2
Avon Ukiah, CA Jul 2012 - Current 4
J.p. Morgan Securities LLC Ukiah, CA Oct 2012 - Aug 2014 1
Weibel Ukiah, CA Jul 2012 - Apr 2013 < 1
Chase Investment Services Corp Ukiah, CA Mar 2012 - Oct 2012 < 1
Jp Morgan Chase Bank Ukiah, CA Feb 2011 - Oct 2012 1
Unemployed Ukiah, CA Nov 2010 - Feb 2011 < 1
Mendocino College Bookstore Ukiah, CA Jun 2009 - Nov 2010 1
Anthropologie San Diego, CA Aug 2008 - Jun 2009 < 1
San Diego State University San Diego, CA Aug 2007 - Jun 2009 1
Mendocino College Bookstore Ukiah, CA Jul 2002 - Jan 2009 6
First Choice Business Brokers San Diego, CA Jun 2008 - Aug 2008 < 1
Mendocino College Ukiah, CA Aug 2005 - Aug 2007 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2012
S66 NASAA Uniform Combined State Law Examination Nov 2012
Contact Info for Julie A. Nix
Phone Number: 858-530-4400
Firm Website: https://cusonet.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    1,812
    MILLIONS
  • Total Number of Accounts
    14,085
    ACCOUNTS
  • Average Account Value
    $128,623
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, FL, GA, HI, IA, ID, IL, IN, KS, KY, MA, MD, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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