Julian Flores, financial advisor Bethesda MD
93 score

Julian Flores

CRD Number: 1927635
Current Firm: Morgan Stanley

Julian Flores (CRD# 1927635) is an Investment Advisor Representative working at Morgan Stanley in Bethesda, MD and has over 27 years of experience in the finance industry.

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Company Name Location Dates Years
Morgan Stanley Bethesda, MD Jul 2015 - Current 1
Morgan Stanley Private Bank, National Association New York, NY Jul 2015 - Current 1
Merrill Lynch Bethesda, MD Jan 2012 - Current 4
Bank Of American, N.a. Bethesda, MD Mar 2012 - Jul 2015 3
Unemployed Chevy Chase, MD Oct 2011 - Jan 2012 < 1
Hill Townsend Capital Chevy Chase, MD Jan 2011 - Oct 2011 < 1
Unemployed Chevy Chase, MD Jul 2010 - Dec 2010 < 1
Stifel Nicolaus Baltimore, MD May 2008 - Jul 2010 2
Unemployed Chevy Chase, MD Feb 2008 - May 2008 < 1
Friedman, Billings, Ramsey & Company, Inc. Arlington, VA Apr 2001 - Feb 2008 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1989
S66 NASAA Uniform Combined State Law Examination Mar 2012
Contact Info for Julian M. Flores
Phone Number: 914-225-5510
Registered State(s):
  • MD
By the Numbers
  • Total Assets Under Management
    535,890
    MILLIONS
  • Total Number of Accounts
    1,563,538
    ACCOUNTS
  • Average Account Value
    $342,742
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
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
  • Other
Types of Clients
Registered States

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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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