James Julian (CRD# 1038299) is an Investment Advisor Representative working at Concourse Financial Group Advisors in Carmel, IN and has over 22 years of experience in the finance industry.
CRD# 838414
Canterbury Investment Management, LLC
CRD# 5915026
Edward Jones
CRD# 5202152
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| James R Julian | Carmel, IN | Mar 2014 - Current | 10 |
| Concourse Financial Group Securities Inc. | Carmel, IN | Feb 2010 - Current | 14 |
| Concourse Financial Group Securities Inc. | Carmel, IN | Nov 2009 - Current | 14 |
| Julian Realty | Carmel, IN | Jan 1985 - Jan 2018 | 33 |
| Almosta Ranch Properties LLC | Scottsburg, IN | Jun 2008 - May 2014 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2002 |
- IN
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Total Assets Under Management4,373MILLIONS
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Total Number of Accounts20,957ACCOUNTS
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Average Account Value$208,666
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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