Kenneth Julian (CRD# 1189817) is an Investment Advisor Representative working at Washington Trust Advisors in Wellesley, MA and has over 32 years of experience in the finance industry.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 7339646
Origin Investment Advisory LLC
CRD# 2086353
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Washington Trust Advisors, Inc. | Wellesley, MA | Jan 2022 - Current | 2 |
| Weston Financial Group, Inc. | Wellesley, MA | Sep 2021 - Jan 2022 | < 1 |
| The Washington Trust Company Of Westerly | New Haven, CT | Sep 2019 - Jan 2022 | 2 |
| Halsey Associates, Inc. | New Haven, CT | Aug 2015 - Sep 2019 | 4 |
| Halsey Associates, Incorporated | New Haven, CT | Jul 2005 - Aug 2015 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1991 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2010 |
- CT
- FL
- MA
- NY
-
Total Assets Under Management1,909MILLIONS
-
Total Number of Accounts1,414ACCOUNTS
-
Average Account Value$1,350,033
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
CA, CT, FL, MA, MD, ME, NC, NH, NY, PA, RI, VA
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