Mark Paul
Juloya

Syndicated Capital, Inc

CRD#5580057
Investment Advisor
in Monrovia, CA

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About this Advisor

Mark Paul Juloya is a financial advisor based in Monrovia, California, working with Syndicated Capital, Inc. Mark has previously held positions at Pruco Securities, LLC, The Prudential Insurance Company Of America, Equity Services, Inc, Ameritas Investment Corp, Ameritas Life Insurance Corp, Creative Wealth Group, National Life Group, Creative Benefits, Inc, and Syndicated Capital, Inc. Mark has passed the Series 66 regulatory exam and is registered to provide services in California. Currently, Mark is part of Syndicated Capital, Inc, which operates out of Monrovia, California. The firm has 6 offices and 12 employees. The firm manages assets totaling $115.3 million and serves high-net-worth clients. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Syndicated Capital, Inc includes asset-based, fixed, and other fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Fixed Fees, Others

Office Location

825 S Primrose Avenue Suite E
Monrovia, CA 91016

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Syndicated Capital, Inc Brokerage Details

Total Assets Under Management

$115,319,317

CA Average: $7,578,581,321
Total Number of Employees

12

CA Average: 43
Total Number of Accounts

436

CA Average: 3,727
Average Account Size

$264,494

CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Mark Paul Juloya Work History

2022 - Present (2 years)

Syndicated Capital, Inc

2017 - 2021 (4 years)

Creative Benefits, Inc

2016 - 2016 (< 1 year)

Ameritas Investment Corp

2016 - 2016 (< 1 year)

Ameritas Life Insurance Corp

2016 - 2017 (1 year)

Creative Benefits, Inc

2015 - 2016 (1 year)

Equity Services, Inc

2015 - 2016 (1 year)

Creative Wealth Group

2015 - 2016 (1 year)

National Life Group

2011 - 2014 (3 years)

Pruco Securities, LLC

2011 - 2014 (3 years)

The Prudential Insurance Company Of America

Disclosures

Please visit the SEC profile of Mark Paul Juloya 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 Syndicated Capital, Inc

Michael Nguyen
Monrovia, CA
K Lee
Diamond Bar, CA
Mark Paul Juloya
Monrovia, CA
Julia Cheng
Flushing, NY
Bradley Boeck
Bend, OR
Travus Pope
Diamond Bar, CA
Faith Lee
Diamond Bar, CA
Jerome Graham
Doylestown, PA

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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