Julia Anderson, financial advisor Rosemont IL
93 score

Julia Anderson

CRD Number: 1193947
Current Firm: Prudential Financial Planning Services

Julia Anderson (CRD# 1193947) is an Investment Advisor Representative working at Prudential Financial Planning Services in Rosemont, IL and has over 25 years of experience in the finance industry.

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Company Name Location Dates Years
Pruco Securities, LLC Rosemont, IL Jun 1980 - Current 36
The Prudential Insurance Company Of America Rosemont, IL Jun 1980 - Current 36
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1991
S65 NASAA Investment Advisors Law Examination May 2000
Contact Info for Julia F. Anderson
Phone Number: 800-235-7637
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    4,930
    MILLIONS
  • Total Number of Accounts
    42,153
    ACCOUNTS
  • Average Account Value
    $116,966
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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