Juan TrujilloCRD Number: 6334732
Current Firm: Axa Advisors, LLC
Juan Trujillo (CRD# 6334732) is an Investment Advisor Representative working at Axa Advisors, LLC in Raleigh, NC and has 1 year of experience in the finance industry.
Wiser Financial Coaching, LLC
Signator Investors, Inc.
Oak City Consulting, LLC
|Axa Advisors, LLC||Raleigh, NC||Sep 2014 - Current||2|
|Unemployed||Charlotte, NC||May 2014 - Sep 2014||< 1|
|N.c. State University||Raleigh, NC||Aug 2010 - May 2014||3|
|Carolina Healthcare Systems||Charlotte, NC||Jun 2012 - Aug 2012||< 1|
|Olde Providence Racquet Club||Charlotte, NC||Jun 2011 - Jul 2011||< 1|
|Myers Park High School||Charlotte, NC||Aug 2006 - Jul 2010||3|
|Wachovia/wells Fargo||Charlotte, NC||Jun 2009 - Jul 2009||< 1|
|South Charlotte Middle School||Charlotte, NC||Jan 2004 - Aug 2006||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2014|
Total Assets Under Management9,867MILLIONS
Total Number of Accounts40,093ACCOUNTS
Average Account Value$246,096
- 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, 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
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.