Julia Carrillo, financial advisor Upland CA
93 score

Julia Carrillo

CRD 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 16 years of experience in the finance industry.

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Company Name Location Dates Years
Royal Alliance Associates Inc. Upland, CA May 2002 - Current 14
Dewey Mcdonald Carrillo Upland, CA Jan 1988 - Current 28
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2000
S65 NASAA Investment Advisors Law Examination Sep 2002
Contact Info for Julia R. Carrillo
Phone Number: 800-821-5100 EXT. 5389
Registered State(s):
  • CA
  • NV
  • TX
  • IL
  • SC
By the Numbers
  • Total Assets Under Management
    4,629
    MILLIONS
  • Total Number of Accounts
    19,113
    ACCOUNTS
  • Average Account Value
    $242,202
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
  • 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
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, PR, 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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