Juli Rahill, financial advisor Boston MA

Juli Rahill

CRD Number: 5157586
Current Firm: Kestra Advisory Services, LLC

Juli Rahill (CRD# 5157586) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Boston, MA and has over 11 years of experience in the finance industry.

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Company Name Location Dates Years
Kestra Investment Services, LLC Boston, MA Dec 2020 - Current 2
Kestra Advisory, LLC Boston, MA Dec 2020 - Current 2
Morgan Stanley Boston, MA Sep 2019 - Nov 2020 1
Jpmorgan Chase Bank Na Houston, TX Jun 2013 - Aug 2019 6
Ubs Financial Service Inc. San Francisco, CA May 2011 - Jun 2013 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2011
Disclosure Information

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
Contact Info for Juli H. Rahill
Phone Number: 8445537872
Registered State(s):
  • CA
  • MA
By the Numbers
  • Total Assets Under Management
    45,081
    MILLIONS
  • Total Number of Accounts
    127,790
    ACCOUNTS
  • Average Account Value
    $352,772
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription 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)
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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