Samuel
Julian

Ausdal Financial Partners, Inc

CRD#4488869
Investment Advisor
in Davenport, IA

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About this Advisor

Samuel Julian is a financial advisor based out of Davenport, Iowa with a total of 10 years of industry experience. Julian is an employee of Ausdal Financial Partners, Inc. Over the course of their career, Julian has held roles at Securities Service Network, Ssn Advisory, Inc and Ausdal Financial Partners. Julian has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to serve investors in Indiana. Ausdal Financial Partners, Inc is a financial advisory firm operating out of Davenport, IA. The firm has offices in 125 locations and a total of 325 financial advisors. It controls $1 billion in assets under management among its 8,303 client accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm provides financial advice to eight charities and foundations. Of its 8,303 client accounts, 22% belong to high-net-worth clients who have more than $1 million in investable assets. Ausdal Financial Partners, Inc provides a wide set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and other services. Fees charged by financial advisors largely are based on the type of services. However, fees charged by Ausdal Financial Partners, Inc may include asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 66

Years Registered*

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions, Others

Office Location

5187 Utica Ridge Road
Davenport, IA 52807

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Ausdal Financial Partners, Inc Brokerage Details

Total Assets Under Management

$1,415,697,036

IA Average: $9,259,360,772
Total Number of Employees

325

IA Average: 166
Total Number of Accounts

8,303

IA Average: 7,189
Average Account Size

$170,504

IA Average: $1,287,990

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Other

Samuel Julian Work History

Samuel has been registered as a financial advisor for 10 years.*

2013 - Present (11 years)

Ausdal Financial Partners

2012 - 2013 (1 year)

Securities Service Network

2012 - 2013 (1 year)

Ssn Advisory, Inc

*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 Samuel 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 Ausdal Financial Partners, Inc

Heidi Burgoyne
Downers Grove, IL
Brandon Hurckes
East Peoria, IL
Brad Stuart
Davenport, IA
Matthew Gill
Naperville, IL
Samuel Julian
Davenport, IA
Christopher Buti
Davenport, IA
Brian Napier
Davenport, IA
Max Birkinbine
Saint Paul, MN

The content in this profile was updated by SmartAsset on 4/16/2023. 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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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.

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