Marybeth
Juliana

Allstate Financial Advisors, LLC

CRD#2980809
Investment Advisor
in Trenton, NJ

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About this Advisor

Marybeth Juliana is a financial advisor operating out of Trenton, New Jersey with a total of 6 years of relevant experience. Juliana is an employee of Allstate Financial Advisors, LLC. Throughout their career, Juliana has worked at Wells Fargo Advisors LLC, Wells Fargo Clearing Services, LLC, Juliana Planning Group, LLC and Allstate Insurance Co. Juliana has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to work in New Jersey. Allstate Financial Advisors, LLC is a financial advisory firm based out of Lincoln, NE. The firm has offices in 39 locations and a total of 335 financial advisors. It administers $29 million in total assets between its 139 accounts, making it one of the smaller firms in the United States by assets under management. Allstate Financial Advisors, Llc provides selection of other advisers. Fees charged by financial advisors vary depending on the services offered. However, fees billed by Allstate Financial Advisors, LLC typically consist of other fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

6 years

Services Offered

Selection of other advisers

Fee Structure

Others

Office Location

5 Mission Rd Ste 13
Trenton, NJ 08620-9600

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Allstate Financial Advisors, LLC Brokerage Details

Total Assets Under Management

$28,519,077

NJ Average: $1,978,216,465
Total Number of Employees

335

NJ Average: 226
Total Number of Accounts

139

NJ Average: 7,467
Average Account Size

$205,173

NJ Average: $264,928

Investment Advisory Services

  • Selection of other advisers

Marybeth Juliana Work History

Marybeth has been registered as a financial advisor for 6 years.*

2017 - Present (7 years)

Juliana Planning Group, LLC

2017 - Present (7 years)

Allstate Insurance Co

2016 - 2016 (< 1 year)

Wells Fargo Clearing Services, LLC

2011 - 2016 (5 years)

Wells Fargo Advisors LLC

*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 Marybeth Juliana 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 Allstate Financial Advisors, LLC

Scott Delaney
Lincoln, NE
Dillard Brazzel
Alexandria, LA
Marty Martinez
Las Vegas, NV
Tracey Hurst
St Johns, FL
Brady Watts
Slidell, LA
Ronald Gilliland
Pickerington, OH
Annie Cronin
Daly City, CA
Shannon Smith
Lincoln, NE

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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