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 over 3 years of experience in the finance industry.
Sycamore Financial Planning, LLC
Portfolio Medics, LLC
Mml Investors Services, LLC
|Axa Advisors, LLC||Raleigh, NC||Sep 2014 - Current||3|
|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|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2014|
Total Assets Under Management14,539MILLIONS
Total Number of Accounts49,556ACCOUNTS
Average Account Value$293,380
- 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, WY
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