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.
CRD# 1523919
Trustmont Advisory Group, Inc.
CRD# 5078576
Robert W. Baird & Company Incorporated
CRD# 5022367
Federated Securities Corp.
| 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 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2020 |
- FL
- PA
- TX
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Total Assets Under Management37,134MILLIONS
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Total Number of Accounts103,063ACCOUNTS
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Average Account Value$360,303
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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
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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