Julianna LopesCRD Number: 4596438
Current Firm: Primerica Advisors
Julianna Lopes (CRD# 4596438) is an Investment Advisor Representative working at Primerica Advisors in Burbank, CA and has over 14 years of experience in the finance industry.
Fried Asset Management, Inc.
|Arbonne||Irvine, CA||Jul 2016 - Current||1|
|Pfs Investments Inc.||Burbank, CA||Apr 2003 - Current||14|
|Primerica Financial Services||Burbank, CA||Jan 2002 - Current||16|
|Dynamic Encounters||Verdugo City, CA||Mar 2000 - Current||18|
|Maxim Health Care Services||Pasadena, CA||Jul 2007 - Jul 2013||6|
|Fuller Theological Seminary||Pasadena, CA||Jun 2006 - Jul 2013||7|
|Pfs University||Burbank, CA||Dec 2005 - Oct 2012||6|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 2003|
|S65||NASAA Investment Advisors Law Examination||Feb 2012|
Total Assets Under Management446MILLIONS
Total Number of Accounts3,814ACCOUNTS
Average Account Value$116,938
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
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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