Julius BraunerCRD Number: 706699
Current Firm: Securities America Advisors, Inc.
Julius Brauner (CRD# 706699) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Woodside, CA and has over 38 years of experience in the finance industry.
Perigon Wealth Management, LLC
J.p. Morgan Securities LLC
Wells Fargo Clearing Services, LLC
|Secuities America Advisors Inc.||Woodside, CA||Sep 2014 - Current||7|
|The Brauner Company||Redwood City, CA||Apr 2007 - Current||15|
|Securities America, Inc.||Woodside, CA||Apr 2007 - Current||15|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 1984|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management45,429MILLIONS
Total Number of Accounts211,800ACCOUNTS
Average Account Value$214,492
- 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, WY
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