Mark Paul Juloya, financial advisor Temecula CA
93 score

Mark Paul Juloya

CRD Number: 5580057
Current Firm: Creative Benefits Inc.

Mark Paul Juloya (CRD# 5580057) is an Investment Advisor Representative working at Creative Benefits Inc. in Temecula, CA and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Creative Benefits, Inc. Temecula, CA Feb 2017 - Current 1
Creative Benefits, Inc. Chino Hills, CA Jun 2016 - Feb 2017 < 1
Ameritas Investment Corp Lincoln, NE Mar 2016 - Dec 2016 < 1
Ameritas Life Insurance Corp Lincoln, NE Mar 2016 - Dec 2016 < 1
Creative Wealth Group Chino Hills, CA Mar 2015 - May 2016 1
Equity Services, Inc. Montpelier, VT Jan 2015 - Mar 2016 1
National Life Group Montpelier, VT Jan 2015 - Mar 2016 1
Pruco Securities, LLC Ontario, CA Mar 2011 - Dec 2014 3
The Prudential Insurance Company Of America Ontario, CA Mar 2011 - Dec 2014 3
Juloya Financial Services Monrovia, CA Jul 2008 - Mar 2011 2
Syndicated Capital, Inc. Monrovia, CA Jan 2010 - Dec 2010 < 1
Language Systems International (lsi) Placentia, CA Oct 2007 - Jul 2010 2
Intersecurities, Inc. Monrovia, CA Feb 2009 - Dec 2009 < 1
Transamerica Financial Advisors Los Angeles, CA Feb 2009 - Dec 2009 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2009
Contact Info for Mark Paul D. Juloya
Phone Number: 844-442-7328
Registered State(s):
  • CA
Current Firm Details
Creative Benefits Inc.
Firm's CRD Number: 285358
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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This advisor has a clean track record with regulators.

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