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UN

Ulli G. Niemann

SOUTHLAND INVESTMENTS
HUNTINGTON BEACH, CA 92647
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CRD#: 2306009
UN

Professional summary


Ulli Gerhard Niemann, who also goes by Ulli Niemann, is a registered financial advisor currently at SOUTHLAND INVESTMENTS located in Huntington Beach, California.

Ulli is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Ulli has worked at 1 firm and has passed the Series 2 exam.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Ulli Niemann

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Blog - www.theetfbully.com, investment related, Huntington Beach, Ca,advertising revenue from investing channel less than 10 hours a week.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Ulli Gerhard Niemann's CRS (Customer Relationship Summary).

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

February 18, 1993 - Present

SOUTHLAND INVESTMENTS

Office #1: 16168 Beach Blvd. #201, Huntington Beach, CA 92647
RIA
CRD#: 134478
HUNTINGTON BEACH, CA

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
California
(2/18/1993)

Exams


General Industry/Product Exam
RR
Series 2
Date: 1/5/1993
Non-Member General Securities Examination

Current Firm


SI
SOUTHLAND INVESTMENTS
NIEMANN, ULLI GERHARD | SOUTHLAND INVESTMENTS

CRD#: 134478 / SEC#:

California
Registered Investment Advisory firm - (2/18/1993 Approved)
New York
Registered Investment Advisory firm - (4/19/2010 Approved)
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Contact information


Main Address
16168 Beach Blvd. #201, Huntington Beach, CA 92647
Mailing Address
18685 A-main St. #606, Huntington Beach, CA 92648
Phone number
(714) 841-5804
Established
Firm type
Fiscal year end
# of Employees
2

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts95
AUM (Assets Under Management)$ 22,588,997

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


SOUTHLAND INVESTMENTS

CRD#: 134478Huntington Beach, CA 92647

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