Julie BarrosCRD Number: 5882164
Current Firm: Charles Schwab & Company, Inc.
Julie Barros (CRD# 5882164) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Los Altos, CA and has over 6 years of experience in the finance industry.
Skyoak Wealth Management, Inc.
Three Bell Capital LLC
Parker Investment Management, LLC
|Charles Schwab & Company, Inc.||Los Altos, CA||Feb 2015 - Current||3|
|Charles Schwab Bank||Los Altos, CA||Feb 2015 - Current||3|
|Morgan Stanley Smith Barney||95110, CA||Sep 2011 - Feb 2015||3|
|Merrill Lynch, Pierce, Fenner & Smith, Inc.||San Jose, CA||Jan 2011 - Jul 2011||< 1|
|Independent Business Owner (marco Couture (non-active Company))||San Jose, CA||Jan 2007 - Dec 2010||3|
|Independent Contractor||San Jose, CA||Mar 2006 - Aug 2010||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2011|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- 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, VI, VT, WA, WI, WV, WY