Julian PersoniusCRD Number: 6218091
Current Firm: Ameritas Investment Corp
Julian Personius (CRD# 6218091) is an Investment Advisor Representative working at Ameritas Investment Corp in Folsom, CA and has over 4 years of experience in the finance industry.
Clarion Advisors Inc.
Adams Ashby Financial Advisors
Three Oaks Capital Management
|Capstone Accountancy Inc.||Folsom, CA||Dec 2015 - Current||2|
|Usa Water Polo||Huntington Beach, CA||Jul 2015 - Current||2|
|Ameritas Investment Corp||Lincoln, NE||Jan 2015 - Current||3|
|Ameritas Life Insurance Corp||Lincoln, NE||Jan 2015 - Current||3|
|Capstone Financial||Folsom, CA||Jan 2015 - Current||3|
|Various Insurance Carriers For W&r Insurance Agencies||Sacramento, CA||Nov 2013 - Dec 2014||1|
|Waddell & Reed, Inc.||Sacramento, CA||Jul 2013 - Dec 2014||1|
|Young Life||Davis, CA||Jun 2011 - Jun 2013||2|
|Na||Sonora, CA||Feb 2011 - Jun 2011||< 1|
|Unemployed||Sonora, CA||Aug 2010 - Feb 2011||< 1|
|Young Life||Saratoga, CA||Aug 2009 - Aug 2010||1|
|Sonora Fitness Center||Sonor, CA||Jul 2007 - Aug 2009||2|
|Student||Sonora, CA||Aug 2001 - Jul 2007||5|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2013|
Total Assets Under Management2,871MILLIONS
Total Number of Accounts8,884ACCOUNTS
Average Account Value$323,164
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- 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, VT, WA, WI, WV, WY
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