Truitt FicklinCRD Number: 6253265
Current Firm: Cetera Investment Advisers LLC
Truitt Ficklin (CRD# 6253265) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Muncie, IN and has over 4 years of experience in the finance industry.
Lpl Financial LLC
Wells Fargo Clearing Services, LLC
World Equity Group, Inc.
|Cetera Investment Services LLC||St Cloud, MN||Apr 2015 - Current||3|
|Cetera Investment Advisers LLC||Munci, IN||Apr 2015 - Current||3|
|First Merchants Bank||Muncie, IN||Mar 2015 - Current||3|
|Edward Jones||St Louis, MO||Oct 2013 - Mar 2015||1|
|Unemployed||Alexandria, IN||Aug 2013 - Oct 2013||< 1|
|Nau Country Insurance||Ramsey, MN||Apr 2003 - Aug 2013||10|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Feb 2014|
Total Assets Under Management7,816MILLIONS
Total Number of Accounts41,288ACCOUNTS
Average Account Value$189,310
- 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
- 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, WY
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