James HixonCRD Number: 3169646
Current Firm: Ameritas Investment Corp
James Hixon (CRD# 3169646) is an Investment Advisor Representative working at Ameritas Investment Corp in McMurray, PA and has over 18 years of experience in the finance industry. James Hixon 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.
Staley Capital Advisers Inc.
Xpyria Investment Advisors, Inc.
Securities America Advisors, Inc.
|Celtic Wealth Management, LLC||Mcmurray, PA||Nov 2012 - Current||4|
|Celtic Financial Services LLC||Pittsburgh, PA||Nov 2003 - Current||13|
|Ameritas Investment Corp.||Lincoln, NE||Oct 2003 - Current||13|
|Ameritas Life Insurance Corp||Lincoln, NE||Oct 2003 - Current||13|
|Accu-temp Inc.||Allison Park, PA||Mar 1991 - Current||25|
|Union Central Life Insurance||Cincinnati, OH||Jun 2006 - Dec 2011||5|
|Acacia Life Insurance||Bethesda, MD||Oct 2003 - Dec 2011||8|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 1999|
|S65||NASAA Investment Advisors Law Examination||Aug 2000|
Total Assets Under Management2,296MILLIONS
Total Number of Accounts8,235ACCOUNTS
Average Account Value$278,845
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based 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
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