Julian Romeu (CRD# 5969103) is an Investment Advisor Representative working at Lincoln Investment in Fort Washington, PA and has over 12 years of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 6180296
Oppenheimer & Company Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lincoln Investment | Fort Washington, PA | Jan 2018 - Current | 6 |
| Citizens Securities, Inc. | Philadelphia, PA | Jun 2017 - Jan 2018 | < 1 |
| Unemployed | Feasterville, PA | Mar 2017 - May 2017 | < 1 |
| Bank Of America, N.a. | Pennington, NJ | Sep 2011 - Feb 2017 | 5 |
| Merrill Lynch, Pierce, Fenner & Smith | Pennington, NJ | Aug 2011 - Feb 2017 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2011 |
- FL
- PA
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Total Assets Under Management17,218MILLIONS
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Total Number of Accounts203,427ACCOUNTS
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Average Account Value$84,640
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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, VT, WA, WI, WV
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