Bruce Julien (CRD# 2175206) is an Investment Advisor Representative working at Julien Planning, LLC in Hackensack, NJ and has over 32 years of experience in the finance industry.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 1420183
Financial Life Focus, LLC
CRD# 2708116
Park Avenue Securities LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Julien Planning, LLC | Hackensack, NJ | Mar 2017 - Current | 7 |
| Julien Financial, LLC | Hackensack, NJ | May 2005 - Current | 18 |
| 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
-
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
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