John CrickCRD Number: 1950038
Current Firm: Century Securities Associates Inc.
John Crick (CRD# 1950038) is an Investment Advisor Representative working at Century Securities Associates Inc. in Monroe, LA and has over 27 years of experience in the finance industry. John Crick 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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|Century Securities Associates, Inc.||New Orleans, LA||Oct 2003 - Current||13|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 1989|
|S65||NASAA Investment Advisors Law Examination||Jan 1997|
Total Assets Under Management393MILLIONS
Total Number of Accounts1,513ACCOUNTS
Average Account Value$259,558
- A percentage of assets under your management
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV