Julien
Blancon
Black Diamond Financial, LLC
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About this Advisor
Julien Blancon is a financial advisor based in Towson, Maryland, working with Black Diamond Financial, LLC. Julien has previously held positions at Cambridge Investment Research, Inc, Merrill Lynch, Pierce, Fenner & Smith Inc, G. Pollack Financial, Bank Of America, N.A, Wells Fargo Clearing Services, LLC, Wells Fargo Bank, Na, Full Time Student, Julien Blancon, Sole Proprietor, and Black Diamond Financial, LLC. Julien has passed the Series 66 regulatory exam and is registered to provide services in Oregon. Currently, Julien is part of Black Diamond Financial, LLC, which operates out of Towson, Maryland. The firm has 1 office and 13 employees. The firm manages assets totaling $701.4 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and pension consulting services. The fee structure at Black Diamond Financial, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Black Diamond Financial, LLC Brokerage Details
$701,427,211
13
274
$2,559,953
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
Julien Blancon Work History
Black Diamond Financial, LLC
Wells Fargo Clearing Services, LLC
Wells Fargo Bank, Na
Julien Blancon, Sole Proprietor
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
Cambridge Investment Research, Inc
G. Pollack Financial
Full Time Student
Disclosures
Please visit the SEC profile of Julien Blancon 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 Black Diamond Financial, LLC
Towson, MD
Towson, MD
Towson, MD
Towson, MD
Towson, MD
Towson, MD
Towson, MD
Towson, MD
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