Julian MelendezCRD Number: 6135874
Current Firm: Schwab Private Client Investment Advisory, Inc.
Julian Melendez (CRD# 6135874) is an Investment Advisor Representative working at Schwab Private Client Investment Advisory, Inc. in Orlando, FL and has over 3 years of experience in the finance industry.
Ameriprise Financial Services, Inc.
American Financial Advisors Inc.
Retirement Wealth Advisors, Inc.
|Schwab Private Client Investment Advisory||Orlando, FL||Aug 2017 - Current||< 1|
|Charles Schwab & Company, Inc.||Orlando, FL||Nov 2012 - Current||5|
|Albors & Associates||Winter Park, FL||Jan 2009 - Nov 2012||3|
|Chrysler Pdc||Orlando, FL||Jul 2006 - Nov 2009||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2014|
Total Assets Under Management74,447MILLIONS
Total Number of Accounts158,678ACCOUNTS
Average Account Value$469,169
- Financial planning services
- Portfolio management for individuals and/or small businesses
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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY