Juli RahillCRD 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.
Advanced Portfolio Design, LLC
Artemis Financial Advisors
|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|
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
Total Assets Under Management45,081MILLIONS
Total Number of Accounts127,790ACCOUNTS
Average Account Value$352,772
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription 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)
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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