Sotir Cikopana (CRD# 7755460) is an Investment Advisor Representative working at Advice And Planning Services in Lewisville, TX and has 1 year of experience in the finance industry.
CRD# 5887508
Fisher Investments
CRD# 4955124
Fisher Investments
CRD# 6909749
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Tiaa-cref Individual & Institutional Services, LLC | Lewisville, TX | Jun 2023 - Current | < 1 |
| Tiaa | Lewisville, TX | Jun 2023 - Current | < 1 |
| Unemployed | Jacksonville, FL | Dec 2022 - Jun 2023 | < 1 |
| University Of North Florida | Jacksonville, FL | Jun 2017 - Dec 2022 | 5 |
| Jacksonville Maintenance And Services | Jacksonville, FL | Jan 2020 - Jan 2022 | 2 |
| Bishop Kenny High School | Jacksonville, FL | Jun 2015 - May 2017 | 1 |
| Mandarin High School | Jacksonville, FL | Jun 2014 - May 2015 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2023 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2023 |
- TX
-
Total Assets Under Management32,677MILLIONS
-
Total Number of Accounts73,602ACCOUNTS
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Average Account Value$443,967
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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