Juli BasilioCRD Number: 5548143
Current Firm: Transamerica Financial Advisors, Inc.
Juli Basilio (CRD# 5548143) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in San Jose, CA and has over 8 years of experience in the finance industry.
Altos Investments, Inc.
Skyoak Wealth Management, Inc.
Oceaniq Capital, LLC
|Basilio & Associates Commercial Properties||Hollister, CA||Apr 2014 - Current||3|
|Transamerica Financial Advisors, Inc.||San Jose, CA||Jan 2012 - Current||5|
|World Financial Group||San Jose, CA||May 2008 - Current||9|
|Notary Public||Hollister, CA||Dec 2012 - Jun 2016||3|
|Redfin Corporation||San Jose, CA||May 2013 - May 2014||1|
|Intero Real Estate Services/almaden||San Jose, CA||Aug 2010 - May 2013||2|
|Investment Advisors International, Inc.||San Jose, CA||Aug 2010 - Jan 2012||1|
|Wgs||San Jose, CA||Jun 2008 - Jan 2012||3|
|Meridian Creek Properties & S& L Home Loans||San Jose, CA||Oct 2008 - Jul 2010||1|
|A-finn Finance & Investments LLC||San Diego, CA||Aug 2008 - Jul 2010||1|
|Home Loan Preservation||Del Mar, CA||Dec 2008 - Jul 2009||< 1|
|Loan Redux||San Jose, CA||Oct 2008 - Nov 2008||< 1|
|Sns Realty||San Jose, CA||Sep 2008 - Oct 2008||< 1|
|Prudential California Realty||San Jose, CA||Nov 1998 - Sep 2008||9|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 2008|
|S65||NASAA Investment Advisors Law Examination||Jul 2010|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Financial Issue
Total Assets Under Management4,493MILLIONS
Total Number of Accounts33,842ACCOUNTS
Average Account Value$132,767
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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
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