James Hixon, financial advisor McMurray PA
96 score

James Hixon

CRD 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 17 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.

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Professional Designations
Company Name Location Dates Years
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
Contact Info for James H. Hixon
Phone Number: 800-335-9858
Firm Website: http://www.ameritas.com
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    2,296
    MILLIONS
  • Total Number of Accounts
    8,235
    ACCOUNTS
  • Average Account Value
    $278,845
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
Advisory Services Offered
  • 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
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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