Julie NixCRD 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 5 years of experience in the finance industry.
Stifel, Nicolaus & Company, Incorporated
State Farm Investment Management Corp.
|Cuso Financial Services, LP||San Diego, CA||Aug 2014 - Current||3|
|Redwood Credit Union||Ukiah, CA||Aug 2014 - Current||3|
|Avon||Ukiah, CA||Jul 2012 - Current||5|
|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|
Total Assets Under Management1,812MILLIONS
Total Number of Accounts14,085ACCOUNTS
Average Account Value$128,623
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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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