Julian SandersonCRD Number: 1970536
Current Firm: Securities America Advisors, Inc.
Julian Sanderson (CRD# 1970536) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Suffolk, VA and has over 20 years of experience in the finance industry.
Pathway Financial Planning, Inc.
Lincoln Financial Advisors Corporation
Virginia Capital Management Group Inc.
|Securities America Advisors||Suffolk, VA||Dec 2014 - Current||3|
|Securities America, Inc.||Suffolk, VA||Dec 2014 - Current||3|
|Penn Mutual Life Insurance Co||Horsham, PA||Nov 2009 - Current||8|
|Hornor Townsend & Kent Inc.||Horsham, PA||Nov 2009 - Nov 2014||5|
|Metlife Securities Inc.||Chesapeake, VA||Jan 2009 - Nov 2009||< 1|
|Valic Investment Services Company||Glen Burnie, MD||Feb 1999 - Jan 2009||9|
|The Variable Annuity Marketing Company||Glen Burnie, MD||Jul 1989 - Jan 2009||19|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 1997|
|S65||NASAA Investment Advisors Law Examination||May 2004|
Total Assets Under Management13,433MILLIONS
Total Number of Accounts92,356ACCOUNTS
Average Account Value$145,443
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops