Julianne Cruz, financial advisor Plano TX

Julianne Cruz

CRD Number: 1217012
Current Firm: Retirement Planners Of America

Julianne Cruz (CRD# 1217012) is an Investment Advisor Representative working at Retirement Planners Of America in Plano, TX and has over 37 years of experience in the finance industry. Julianne Cruz has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

Similar Advisors
Kyle Eaton, financial advisor Plano TX
Kyle M. Eaton
CRD# 5009276
Hedgefield Wealth Management
Similar Advisors
John Cravens, financial advisor Plano TX
John B. Cravens
CRD# 2234163
Cravens Brothers Private Wealth Management LLC
Similar Advisors
Mark Patton, financial advisor Plano TX
Mark A. Patton
CRD# 2492919
Patton Wealth Advisors
Professional Designations
Company Name Location Dates Years
Mmwkm Advisors, LLC Woodland Hills, CA Apr 2016 - Current 6
California Bank & Trust (zions Bank) Culver City, CA Feb 2015 - Feb 2016 1
Lpl Financial LLC Culver City, CA Feb 2015 - Feb 2016 1
Zions Direct Salt Lake City, UT Sep 2010 - Feb 2015 4
Contango Capital Advisors, Inc. Los Angeles, CA Mar 2010 - Feb 2015 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1985
Contact Info for Julianne Cruz
Phone Number: 469-246-3600
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    4,709
    MILLIONS
  • Total Number of Accounts
    19,153
    ACCOUNTS
  • Average Account Value
    $245,881
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Market timing services
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI

Ready to hire a financial advisor? Get competitive proposals from Julianne Cruz and other advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.