Georgia HusseyCRD Number: 5966642
Current Firm: Modernist Financial, LLC
Georgia Hussey (CRD# 5966642) is an Investment Advisor Representative working at Modernist Financial, LLC in Portland, OR and has over 5 years of experience in the finance industry. Georgia Hussey 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.
Secondhalf Planning & Investment, LLC
Cable Hill Partners, LLC
Nw Tax & Wealth Advisory Group, Inc.
|Modernist Financial, LLC||Portland, OR||Mar 2015 - Current||2|
|Rosenbaum Financial Inc.||Portland, OR||Apr 2014 - Current||2|
|Ameritas Investment Corp||Lincoln, NE||Apr 2014 - Jun 2015||1|
|Ameritas Life Insurance Corp||Lincoln, NE||Apr 2014 - Jun 2015||1|
|Wells Fargo Advisors, LLC||Portland, OR||Aug 2011 - Mar 2014||2|
|Glh Financial Planning LLC||Portland, OR||Mar 2011 - Aug 2011||< 1|
|Design Within Reach||Portland, OR||Oct 2005 - Feb 2011||5|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2011|
Total Assets Under Management20MILLIONS
Total Number of Accounts127ACCOUNTS
Average Account Value$153,543
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Pension consulting services
- Selection of other advisers (including private fund managers)
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