Samuel Julian, financial advisor Davenport IA
81 score

Samuel Julian

CRD Number: 4488869
Current Firm: Ausdal Financial Partners, Inc.

Samuel Julian (CRD# 4488869) is an Investment Advisor Representative working at Ausdal Financial Partners, Inc. in Davenport, IA and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
Silver Birch Capital Indianapolis, IN Sep 2013 - Current 4
Ausdal Financial Partners Davenport, IA Sep 2013 - Current 4
Securities Service Network Carmel, IN Oct 2012 - Sep 2013 < 1
Ssn Advisory, Inc. Carmel, IN Oct 2012 - Sep 2013 < 1
Proequities, Inc. Carmel, IN Nov 2009 - Oct 2012 2
Royal Alliance Associates Carmel, IN May 2005 - Nov 2009 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2002
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for Samuel A. Julian
Phone Number: 563-326-2064
Registered State(s):
  • IN
By the Numbers
  • Total Assets Under Management
    777
    MILLIONS
  • Total Number of Accounts
    4,058
    ACCOUNTS
  • Average Account Value
    $191,540
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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)
  • Market timing services
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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BADGES
81

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