Julian GrayCRD Number: 6394588
Current Firm: Waddell & Reed
Julian Gray (CRD# 6394588) is an Investment Advisor Representative working at Waddell & Reed in Columbia, SC and has 1 year of experience in the finance industry.
Davinci Financial Designs
Allison Investment Management, LLC
Cetera Advisor Networks LLC
|Various Insurance Carriers For W & R Insurance Agencies||Hartsville, SC||Jan 2015 - Current||1|
|Waddell & Reed Inc.||Hartsville, SC||Nov 2014 - Current||1|
|Russell Powell||Columbia, SC||Nov 2014 - Current||1|
|Manpower||Hartsville, SC||Jul 2014 - Jan 2015||< 1|
|Unemployed||Hartsville, SC||May 2014 - Jul 2014||< 1|
|Revolution Rapport||Florence, SC||Jan 2014 - May 2014||< 1|
|Unemployed||Hartsville, SC||Feb 2008 - Jan 2014||5|
|Taco Bell||Hartsville, SC||Oct 2006 - Feb 2008||1|
|Student||Hartsville, SC||Aug 2004 - Oct 2006||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2014|
Total Assets Under Management18,309MILLIONS
Total Number of Accounts149,599ACCOUNTS
Average Account Value$122,387
- A percentage of assets under your management
- 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
- 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, 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
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