Julianne Call, financial advisor Scottsdale AZ
93 score

Julianne Call

CRD Number: 1056312
Current Firm: United Planners' Financial Services Of America A Limited Partner

Julianne Call (CRD# 1056312) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Scottsdale, AZ and has over 32 years of experience in the finance industry.

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Company Name Location Dates Years
United Planners' Financial Services Scottsdale, AZ Oct 2015 - Current 1
Charles Schwab & Co, Inc. Phoenix, AZ Jul 2015 - Oct 2015 < 1
United Planners' Financial Services Scottsdale, AZ May 2012 - Jul 2015 3
Ninos Del Lago Portland, OR Oct 2011 - May 2012 < 1
Wells Fargo Advisors, LLC Scottsdale, AZ Jan 2011 - Sep 2011 < 1
Wells Fargo Investments, LLC Scottsdale, AZ Apr 2009 - Jan 2011 1
Citigroup Global Markets Inc. Phoenix, AZ Jan 2005 - Apr 2009 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1984
S65 NASAA Investment Advisors Law Examination Feb 1999
Contact Info for Julianne L. Call
Phone Number: 480-991-0225
Registered State(s):
  • AZ
By the Numbers
  • Total Assets Under Management
    1,806
    MILLIONS
  • Total Number of Accounts
    9,587
    ACCOUNTS
  • Average Account Value
    $188,339
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
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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