Nathan Cruz, financial advisor Hollister CA
88 score

Nathan Cruz

CRD Number: 6389965
Current Firm: Creative Financial Designs, Inc.

Nathan Cruz (CRD# 6389965) is an Investment Advisor Representative working at Creative Financial Designs, Inc. in Hollister, CA and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Next Finanical Group Inc. Hollister, CA Oct 2014 - Jul 2015 < 1
Next Financial Group Inc. Hollister, CA Aug 2011 - Oct 2014 3
Under Armor Gilroy, CA Jul 2014 - Aug 2014 < 1
Shore Thing Cafe San Diego, CA Sep 2013 - Jun 2014 < 1
Mesa Santa Clara, CA Aug 2011 - Aug 2013 2
Java Express Hollister, CA Jun 2009 - Aug 2011 2
Student Hollister, CA Aug 2006 - Jun 2009 2
Marvell Corp Santa Clara, CA Jun 2006 - Aug 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2014
Contact Info for Nathan D. Cruz
Phone Number: 765-453-9600
Registered State(s):
  • CA
  • HI
  • NV
By the Numbers
  • Total Assets Under Management
    800
    MILLIONS
  • Total Number of Accounts
    6,786
    ACCOUNTS
  • Average Account Value
    $117,869
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Market timing services
  • Educational seminars/workshops
Types of Clients
Registered States

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

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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