Julia Grose, financial advisor Santa Monica CA
88 score

Julia Grose

CRD Number: 6267387
Current Firm: Charles Schwab & Company, Inc.

Julia Grose (CRD# 6267387) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Santa Monica, CA and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Charles Schwab Bank Santa Monica, CA Jan 2016 - Current < 1
Charles Schwab & Company, Inc. Santa Monica, CA Nov 2013 - Current 3
Hilton - The Boulders Resort Carefree, AZ Jun 2013 - Oct 2013 < 1
Valle Luna Phoenix, AZ Jul 2013 - Aug 2013 < 1
Ashley Furniture Scottsdale, AZ Jan 2012 - Jun 2013 1
Aerotek Phoenix, AZ Dec 2011 - Jan 2012 < 1
Holiday Inn Flagstaff, AZ Sep 2011 - Dec 2011 < 1
Aramark Phoenix, AZ May 2011 - Aug 2011 < 1
Hilton- Pointe Tapatio Phoenix, AZ Dec 2010 - May 2011 < 1
Us Air Force Academy Usafa, CO Jun 2009 - Dec 2010 1
Student Phoenix, AZ Jan 2004 - May 2009 5
Litchfield Park Rec Litchfield Park, AZ May 2008 - Aug 2008 < 1
Sears Essentials Peoria, AZ Nov 2007 - Feb 2008 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2014
Contact Info for Julia C. Grose
Phone Number: 415-667-7000
Firm Website: https://www.schwab.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, 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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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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