Bruce Julien (CRD# 2175206) is an Investment Advisor Representative working at Julien Planning, LLC in Hackensack, NJ and has over 33 years of experience in the finance industry.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 2708116
Park Avenue Securities LLC
CRD# 4632189
Sarsi, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Julien Planning, LLC | Hackensack, NJ | Mar 2017 - Current | 7 |
Julien Financial, LLC | Hackensack, NJ | May 2005 - Current | 19 |
Bruce Julien, Sole Proprietor | Hackensack, NJ | Jan 1991 - Current | 33 |
National Wealth Management, LLC | Moonachie, NJ | Aug 2007 - Mar 2017 | 9 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Sep 1991 |
S65 | NASAA Investment Advisors Law Examination | Apr 2002 |
- FL
- NJ
- NY
- TX
-
Total Assets Under Management26MILLIONS
-
Total Number of Accounts125ACCOUNTS
-
Average Account Value$207,522
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
FL, NJ, NY, TX
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.