Julien Mauldin (CRD# 7433768) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Pinellas Park, FL and has over 2 years of experience in the finance industry.
CRD# 5969810
Cambridge Investment Research Advisors, Inc.
CRD# 843581
Financial Guidance Group, Inc.
CRD# 5159569
Primerica Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
Fidelity Investments | Greenwood Village, CO | Aug 2021 - Current | 2 |
Planet Fitness | Loveland, CO | Sep 2019 - May 2021 | 1 |
Colorado State University | Fort Collins, CO | Aug 2019 - May 2021 | 1 |
Front Range Community College | Fort Collins, CO | Jun 2019 - Aug 2019 | < 1 |
University Of Northern Colorado | Greeley, CO | Aug 2017 - May 2019 | 1 |
Buffalo Wild Wings | Greeley, CO | Jun 2018 - Apr 2019 | < 1 |
Market Source | Loveland, CO | May 2017 - Oct 2017 | < 1 |
Mimi's Cafe | Loveland, CO | Mar 2017 - Jun 2017 | < 1 |
Rejuv Health Makeovers | Longmont, CO | May 2016 - May 2017 | 1 |
Unemployed | Longmont, CO | Aug 2015 - Mar 2016 | < 1 |
Lifetime Fitness, Inc. | Scottsdale, AZ | Oct 2015 - Jan 2016 | < 1 |
Red Robin Gourmet Burgers, Inc. | Longmont, CO | Mar 2015 - May 2015 | < 1 |
Silver Creek High School | Longmont, CO | Aug 2011 - May 2015 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Mar 2022 |
S66 | NASAA Uniform Combined State Law Examination | Jan 2023 |
- FL
- TX
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Total Assets Under Management818,776MILLIONS
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Total Number of Accounts1,991,043ACCOUNTS
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Average Account Value$411,230
- A percentage of assets under your management
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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
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