Julie Barros, financial advisor Cupertino CA
90 score

Julie Barros

CRD Number: 5882164
Current Firm: Charles Schwab & Company, Inc.

Julie Barros (CRD# 5882164) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Cupertino, CA and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Charles Schwab & Company, Inc. Cupertino, CA Feb 2015 - Current 1
Charles Schwab Bank Cupertino, CA Feb 2015 - Current 1
Morgan Stanley Smith Barney 95110, CA Sep 2011 - Feb 2015 3
Merrill Lynch, Pierce, Fenner &amp; Smith, Inc. San Jose, CA Jan 2011 - Jul 2011 < 1
Independent Business Owner (marco Couture (non-active Company)) San Jose, CA Jan 2007 - Dec 2010 3
Independent Contractor San Jose, CA Mar 2006 - Aug 2010 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2011
Contact Info for Julie M. Barros
Phone Number: 415-667-7000
Firm Website: https://www.schwab.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, 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

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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