Julian Beal, financial advisor San Francisco CA

Julian Beal

CRD Number: 6644578
Current Firm: Equitable Advisors, LLC

Julian Beal (CRD# 6644578) is an Investment Advisor Representative working at Equitable Advisors, LLC in San Francisco, CA and has over 5 years of experience in the finance industry.

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Wealth & Tax Planners
Company Name Location Dates Years
Equitable Advisors, LLC New York, NY Mar 2018 - Current 3
Axa-advisors, LLC New York, NY Mar 2018 - Jun 2020 2
Unemployed Petaluma, CA Nov 2017 - Mar 2018 < 1
Various Insurance Carriers For W&r Insurance Agencies West Hollywood, CA Dec 2016 - Nov 2017 < 1
Waddell & Reed Inc. Sherman Oaks, CA May 2016 - Nov 2017 1
Unemployed West Hollywood, CA Apr 2016 - May 2016 < 1
Noble World Entertainment LLC Los Angeles, CA Aug 2013 - Apr 2016 2
Hollywood Studios International Beverly Hills, CA Oct 2010 - Aug 2013 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2016
Contact Info for Julian W. Beal
Phone Number: 212-314-4600
Firm Website: http://equitable.com
Registered State(s):
  • CA
  • WA
By the Numbers
  • Total Assets Under Management
    26,008
    MILLIONS
  • Total Number of Accounts
    66,790
    ACCOUNTS
  • Average Account Value
    $389,399
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
  • Pension consulting services
  • 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, 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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