Anthony GiulianoCRD Number: 3027789
Current Firm: Foothill Securities, Inc.
Anthony Giuliano (CRD# 3027789) is an Investment Advisor Representative working at Foothill Securities, Inc. in Pleasanton, CA and has over 18 years of experience in the finance industry.
Altos Investments, Inc.
Meyers Wealth Management
Fairway Asset Management, Inc.
|Anthony R Giuliano- Insurance Sales||Pleasanton, CA||Jan 2013 - Current||3|
|Anthony R Giuliano Ea- Tax Services||Pleasanton, CA||Mar 2007 - Current||9|
|Foothill Securities, Inc.||Pleasanton, CA||Sep 2003 - Current||13|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 1998|
|S65||NASAA Investment Advisors Law Examination||Jan 1999|
Total Assets Under Management1,158MILLIONS
Total Number of Accounts6,953ACCOUNTS
Average Account Value$166,522
- A percentage of assets under your management
- Hourly charges
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
AK, AZ, CA, CO, DE, FL, GA, HI, ID, IL, IN, LA, MA, MD, MI, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, TN, TX, UT, WA, WI