Julia Bica, financial advisor Costa Mesa CA

Julia Bica

CRD Number: 6730258
Current Firm: Comerica Securities

Julia Bica (CRD# 6730258) is an Investment Advisor Representative working at Comerica Securities in Costa Mesa, CA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Comerica Bank Costa Mesa, CA Oct 2019 - Current 1
Unemployed Cypress, CA Jan 2019 - Oct 2019 < 1
Sc Distributors Costa Mesa, CA Nov 2016 - Jan 2019 2
Sandy's Huntington Beach, CA Jun 2015 - Nov 2016 1
Johnson & Wales University Providence, RI Jun 2012 - Jun 2015 3
Cypress High School Cypress, CA Jan 2007 - Jun 2012 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2017
S65 NASAA Investment Advisors Law Examination Dec 2019
Contact Info for Julia Bica
Phone Number: 800-232-6983
Firm Website: https://www.comerica.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    1,966
    MILLIONS
  • Total Number of Accounts
    3,487
    ACCOUNTS
  • Average Account Value
    $563,940
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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, VT, WA, WI, WV

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