Mark Paul
Juloya
Syndicated Capital, Inc
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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
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Fee Structure
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Syndicated Capital, Inc Brokerage Details
$115,319,317
12
436
$264,494
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Mark Paul Juloya Work History
Syndicated Capital, Inc
Creative Benefits, Inc
Ameritas Investment Corp
Ameritas Life Insurance Corp
Creative Benefits, Inc
Equity Services, Inc
Creative Wealth Group
National Life Group
Pruco Securities, LLC
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
Monrovia, CA
Monrovia, CA
Diamond Bar, CA
Flushing, NY
Bend, OR
Diamond Bar, CA
Diamond Bar, CA
Doylestown, PA
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