Andrew FelixCRD Number: 6245800
Current Firm: Cuna Brokerage Services, Inc.
Andrew Felix (CRD# 6245800) is an Investment Advisor Representative working at Cuna Brokerage Services, Inc. in Peoria, IL and has over 3 years of experience in the finance industry.
Charles Schwab & Company, Inc.
Lpl Financial LLC
Royal Alliance Associates, Inc.
|Cuna Brokerage Services, Inc.||Waverly, IA||Sep 2013 - Current||4|
|Cefcu Financial Services, Inc.||Peoria, IL||Jan 2012 - Current||5|
|Independent Contractor||Washington, IL||Jan 2011 - Dec 2011||< 1|
|Cuna Mutual Group||Madison, WI||Sep 2004 - Dec 2010||6|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2014|
Total Assets Under Management1,331MILLIONS
Total Number of Accounts6,286ACCOUNTS
Average Account Value$211,803
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
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