Julie
Flores
Missionsquare Retirement
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About this Advisor
Julie Flores is a financial advisor based in Albuquerque, New Mexico, working with Missionsquare Retirement. Julie has previously held positions at Fidelity Brokerage Services LLC, Wells Fargo Advisors LLC, Thornburg Securities Corp, Realty One Of New Mexico, Bok Financial Securities, Inc, Bokf, Na, Workspace Dynamics, Thornburg Investment Management Inc, Tiaa, Tiaa-Cref Individual & Institutional Services, LLC, Flores Realty Group, LLC, Securities America, Inc, Pfg Advisors, LLC, Missionsquare Investment Services, and Missionsquare Retirement. Julie has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Colorado, New Mexico, and Texas. Currently, Julie is part of Missionsquare Retirement, which operates out of Albuquerque, New Mexico. The firm has 9 offices and 623 employees. The firm manages assets totaling $668.2 million and offers services including portfolio management for individuals and small businesses, as well as portfolio management for institutional clients. The fee structure at Missionsquare Retirement includes asset-based fees.
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Missionsquare Retirement Brokerage Details
$668,171,497
623
1
$668,171,497
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Julie Flores Work History
Missionsquare Investment Services
Missionsquare Retirement
Flores Realty Group, LLC
Securities America, Inc
Pfg Advisors, LLC
Tiaa
Tiaa-Cref Individual & Institutional Services, LLC
Bok Financial Securities, Inc
Bokf, Na
Wells Fargo Advisors LLC
Thornburg Securities Corp
Realty One Of New Mexico
Workspace Dynamics
Thornburg Investment Management Inc
Fidelity Brokerage Services LLC
Disclosures
Please visit the SEC profile of Julie Flores 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 Missionsquare Retirement
Washington, DC
Edgewood, WA
Albuquerque, NM
Washington, DC
Washington, DC
Fenton, MO
Washington, DC
Champions Gate, FL
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