Matthew
Julian
Cetera Investment Advisers LLC
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About this Advisor
Matthew Julian is a financial advisor operating in Phoenix, Arizona who has 4 years of industry experience. Julian is currently employed by Cetera Investment Advisers LLC. The advisor has gained experience at First Investors Corporation, Land Lord, First Investors Advisory Services, LLC, Plaza Residence LLC, Ican, Cetera Investment Services LLC and Cetera Investment Advisers LLC. Julian holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to advise clients in Arizona and Texas. Cetera Investment Advisers LLC is a firm that has its headquarters in Schaumburg, IL. It has offices in 1,614 locations and a total of 3,094 employees. It controls $33 billion in assets across its 176,986 customer accounts, placing it among the largest investment advisory firms in the nation by assets under management. The firm provides services to 431 charitable organizations. Of its 176,986 customer accounts, 23% are associated with high-net-worth clients who have greater than $1 million in assets available to invest. The company provides a broad array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Financial advisory fees depend on which service is offered. Fee types billed by Cetera Investment Advisers LLC most likely consist of any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cetera Investment Advisers LLC Brokerage Details
$33,356,369,941
3,094
176,986
$188,469
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Matthew Julian Work History
Matthew has been registered as a financial advisor for 4 years.*
Cetera Investment Services LLC
Cetera Investment Advisers LLC
Ican
Plaza Residence LLC
Ican
Ican
First Investors Advisory Services, LLC
Land Lord
First Investors Corporation
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Matthew Julian to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Cetera Investment Advisers LLC
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Jacksonville, FL
Irvine, CA
San Marino, CA
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Knoxville, TN
Pittsburgh, PA
Freehold, NJ
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