Julia CarrilloCRD Number: 3159602
Current Firm: Royal Alliance Associates, Inc.
Julia Carrillo (CRD# 3159602) is an Investment Advisor Representative working at Royal Alliance Associates, Inc. in Upland, CA and has over 17 years of experience in the finance industry.
Jst Investment Consulting
Eclectic Associates, Inc.
Asset Planning, Inc.
|Royal Alliance Associates Inc.||Upland, CA||May 2002 - Current||15|
|Dewey Mcdonald Carrillo||Upland, CA||Jan 1988 - Current||30|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 2000|
|S65||NASAA Investment Advisors Law Examination||Sep 2002|
Total Assets Under Management4,629MILLIONS
Total Number of Accounts19,113ACCOUNTS
Average Account Value$242,202
- 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)
- 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