Julie
Reyes
Reyes Financial Architecture Inc
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About this Advisor
Julie Reyes is a financial advisor based in San Diego, California, working with Reyes Financial Architecture Inc. Julie has previously held positions at Reyes Financial Architecture, Inc and Emerson Equity LLC. Julie has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in California and Texas. Currently, Julie is part of Reyes Financial Architecture Inc, which operates out of San Diego, California. The firm has 5 employees and manages assets totaling $134.7 million. The firm serves high-net-worth clients and offers services including financial planning services and portfolio management for individuals and small businesses. The fee structure at Reyes Financial Architecture Inc includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Reyes Financial Architecture Inc Brokerage Details
$134,715,155
5
449
$300,034
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Julie Reyes Work History
Emerson Equity LLC
Reyes Financial Architecture, Inc
Disclosures
Please visit the SEC profile of Julie Reyes 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 Reyes Financial Architecture Inc
San Diego, CA
San Diego, CA
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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