Nathan CruzCRD 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.
Rnp Advisory Services, Inc.
Cambridge Investment Research Advisors, Inc.
Johanson Financial Advisors, Inc.
|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|
Total Assets Under Management800MILLIONS
Total Number of Accounts6,786ACCOUNTS
Average Account Value$117,869
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Market timing services
- Educational seminars/workshops
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