Julien
Blancon
Black Diamond Financial, LLC
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About this Advisor
Julien Blancon is a financial advisor based out of Towson, Maryland with 2 years of relevant experience. Blancon is currently employed by Black Diamond Financial, LLC. During their career, Blancon has held roles 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. Blancon maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to operate in Oregon. Black Diamond Financial, LLC is a financial advisory firm that has its headquarters in Towson, MD. The company has a total of nine advisors. It handles $546 million in total assets between its 801 customer accounts, making it one of the bigger financial advisory firms in the United States by assets under management. The firm serves four charities and foundations. Of its 801 customer accounts, 48% belong to high-net-worth clients who have greater than $1 million in assets. The advisory firm performs a few services, including financial planning services, portfolio management for individuals and small businesses and pension consulting services. Fees for financial advice largely depend on which service is offered. However, fee types billed by Black Diamond Financial, LLC may include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Black Diamond Financial, LLC Brokerage Details
$545,885,247
9
801
$681,505
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Julien Blancon Work History
Julien has been registered as a financial advisor for 2 years.*
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
*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 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
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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