James Hixon, financial advisor Mcmurray PA

James Hixon

CRD Number: 3169646
Current Firm: Ameritas Advisory Services, LLC

James Hixon (CRD# 3169646) is an Investment Advisor Representative working at Ameritas Advisory Services, LLC in Mcmurray, PA and has over 25 years of experience in the finance industry. James Hixon has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Ameritas Advisory Services, LLC Lincoln, NE Nov 2021 - Current 2
Celtic Wealth Management, LLC Mcmurray, PA Nov 2012 - Current 11
Ameritas Investment Corp. Lincoln, NE Oct 2003 - Current 20
Ameritas Life Insurance Corp Lincoln, NE Oct 2003 - Current 20
Celtic Financial Services LLC Mcmurray, PA Jan 2002 - Current 22
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1999
S65 NASAA Investment Advisors Law Examination Aug 2000
Contact Info for James H. Hixon
Phone Number: 800-335-9858
Firm Website: https://www.ameritas.com
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    10,289
    MILLIONS
  • Total Number of Accounts
    39,033
    ACCOUNTS
  • Average Account Value
    $263,605
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

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

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