Mark Paul Juloya, financial advisor Lincoln NE
93 score

Mark Paul Juloya

CRD Number: 5580057
Current Firm: Ameritas Investment Corp

Mark Paul Juloya (CRD# 5580057) is an Investment Advisor Representative working at Ameritas Investment Corp in Lincoln, NE and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Ameritas Investment Corp Lincoln, NE Mar 2016 - Current < 1
Ameritas Life Insurance Corp Lincoln, NE Mar 2016 - Current < 1
Creative Wealth Group Chino Hills, CA Mar 2015 - Current 1
National Life Group Montpelier, VT Jan 2015 - Mar 2016 1
Equity Services, Inc. Montpelier, VT Jan 2015 - Mar 2016 1
Pruco Securities, LLC Ontario, CA Mar 2011 - Dec 2014 3
The Prudential Insurance Company Of America Ontario, CA Mar 2011 - Dec 2014 3
Juloya Financial Services Monrovia, CA Jul 2008 - Mar 2011 2
Synicated Capital, Inc. Monrovia, CA Jan 2010 - Dec 2010 < 1
Language Systems International (lsi) Placentia, CA Oct 2007 - Jul 2010 2
Transamerica Financial Advisors Los Angeles, CA Feb 2009 - Dec 2009 < 1
Intersecurities, Inc. Monrovia, CA Feb 2009 - Dec 2009 < 1
Japan Exchange & Teaching (jet) Programme Fukuoka, Jul 2004 - Jul 2007 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2009
Contact Info for Mark Paul D. Juloya
Phone Number: 800-335-9858
Firm Website: http://www.ameritas.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    2,296
    MILLIONS
  • Total Number of Accounts
    8,235
    ACCOUNTS
  • Average Account Value
    $278,845
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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