Joseph NixCRD Number: 1064977
Current Firm: Nix Wealth Management
Joseph Nix (CRD# 1064977) is an Investment Advisor Representative working at Nix Wealth Management in Sacramento, CA and has over 34 years of experience in the finance industry. Joseph Nix 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.
Capital Planning Advisors LLC
Dynamic Wealth Strategies, LLC
|Joseph B Nix, Cfp Dba Nix Wealth Management||Sacramento, CA||Feb 1995 - Current||27|
|Securities Service Network, Inc.||Sacramento, CA||Mar 2002 - Apr 2017||15|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 1988|
|S65||NASAA Investment Advisors Law Examination||Mar 1995|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management62MILLIONS
Total Number of Accounts115ACCOUNTS
Average Account Value$539,130
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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