Julia
Valenzuela
Cpr Investments Inc
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About this Advisor
Julia Valenzuela is a financial advisor based in Davie, Florida, working with Cpr Investments Inc. Julia has previously held positions at Cpr Investments Inc, Bank Of America, Merrill Lynch, Pierce, Fenner & Smith, Full-Time Student, Unemployoed, and Cpr Financial Group LLC. Julia has passed the Series 65 regulatory exam and is registered to provide services in Florida and North Carolina. Currently, Julia is part of Cpr Investments Inc, which operates out of Davie, Florida. The firm has 23 offices and 40 employees. The firm manages assets totaling $295.2 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Cpr Investments Inc includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Cpr Investments Inc Brokerage Details
$295,234,856
40
3,510
$84,112
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
Julia Valenzuela Work History
Cpr Investments Inc
Cpr Financial Group LLC
Bank Of America
Bank Of America
Merrill Lynch, Pierce, Fenner & Smith
Unemployoed
Full-Time Student
Disclosures
Please visit the SEC profile of Julia Valenzuela 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 Cpr Investments Inc
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Rochester, MI
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
