Julianna RoteCRD Number: 6089572
Current Firm: Mission Wealth Management, LLC
Julianna Rote (CRD# 6089572) is an Investment Advisor Representative working at Mission Wealth Management, LLC in Santa Barbara, CA and has over 3 years of experience in the finance industry.
Montecito Investment Strategies
Haven Capital Group
Independent Financial Partners
|Mission Wealth Management||Santa Barbara, CA||May 2014 - Current||3|
|Cetera Advisor Networks||Santa Barbara, CA||Oct 2013 - May 2014||< 1|
|Student||Santa Barbara, CA||Jan 2004 - Dec 2013||9|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Dec 2014|
Total Assets Under Management1,232MILLIONS
Total Number of Accounts3,502ACCOUNTS
Average Account Value$351,698
- 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)
CA, CO, FL, HI, NY, OR, WA
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