Julian Treves (CRD# 7823325) is an Investment Advisor Representative working at Creative Financial Designs, Inc. in Merion Station, PA and has 1 year of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 6180296
Oppenheimer & Company Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Creative Financial Designs | Kokomo, IN | Feb 2024 - Current | < 1 |
| College Tuition Advisory Services | Merion Station, PA | Feb 2020 - Current | 4 |
| Pathways Planning & Insights, Inc. | Springfield, IL | Oct 2022 - Feb 2024 | 1 |
| Unemployed | Merion Station, PA | May 2019 - Jan 2020 | < 1 |
| Lithium Usa Corp | Philadelphia, PA | Oct 2018 - May 2019 | < 1 |
| Fmc Corp | Philadelphia, PA | Jan 2008 - Oct 2018 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 2023 |
| S63 | Uniform Securities State Law Examination | Sep 2023 |
- PA
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Total Assets Under Management2,082MILLIONS
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Total Number of Accounts12,377ACCOUNTS
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Average Account Value$168,226
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Educational seminars/workshops
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