Julian Grubbs, financial advisor Greensburg PA

Julian Grubbs

CRD Number: 7081808
Current Firm: Osaic Fa, Inc.

Julian Grubbs (CRD# 7081808) is an Investment Advisor Representative working at Osaic Fa, Inc. in Greensburg, PA and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Lincoln Financial Advisors, Inc. Greensburg, PA Dec 2019 - Current 4
Lfa/mosaic Greensburg, PA Apr 2019 - Current 5
Walmart Tarentum, PA Nov 2017 - Mar 2019 1
Walmart Belle Vernon, PA Sep 2014 - Nov 2017 3
Walmart Tarentum, PA May 2013 - Sep 2014 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2020
Contact Info for Julian P. Grubbs
Phone Number: 800-237-3813
Registered State(s):
  • PA
  • TX
By the Numbers
  • Total Assets Under Management
    37,134
    MILLIONS
  • Total Number of Accounts
    103,063
    ACCOUNTS
  • Average Account Value
    $360,303
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)
  • Educational seminars/workshops
  • Other
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, WY

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