Julien Tetrault, financial advisor Plano TX

Julien Tetrault

CRD Number: 7099011
Current Firm: Fisher Investments

Julien Tetrault (CRD# 7099011) is an Investment Advisor Representative working at Fisher Investments in Plano, TX and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Fisher Investments Camas, WA Sep 2019 - Current 4
Fidelity Brokerage Services LLC Durham, NC Apr 2019 - Aug 2019 < 1
Fidelity Investments Durham, NC Sep 2018 - Apr 2019 < 1
Luulemon Raleigh, NC Jun 2018 - Feb 2019 < 1
Unemployment - Waiting For Green Card Raleigh, NC Aug 2017 - May 2018 < 1
Lululemon Montreal, Oct 2014 - Jul 2017 2
Couche Tard Saint-jean-sur-richelieu, Sep 2011 - Sep 2014 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2019
S65 NASAA Investment Advisors Law Examination Oct 2019
Contact Info for Julien W. Tetrault
Phone Number: 800-851-8845
Registered State(s):
  • TX
  • WA
By the Numbers
  • Total Assets Under Management
    235,943
    MILLIONS
  • Total Number of Accounts
    148,462
    ACCOUNTS
  • Average Account Value
    $1,589,251
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States

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, VI, VT, WA, WI, WV, WY

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