James Julian is a ChFC-designated registered investment advisor, based in Carmel, IN, with 28 years of industry experience.
Location
Carmel, IN
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
James is the owner of The Julian Group, spending about 10-20% of his time on marketing duties. He also owns an insurance business, dedicating a few hours per week to selling and servicing life, disability income, medical, fixed annuity, and Medicare insurance products, and a third-party administrator business, spending about half his time on administration to 401(k) plans.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Concourse Financial Group Advisors
Concourse Financial Group Securities, INC.Broker
Royal Alliance Associates, INC.
Royal Alliance Associates, INC.Broker
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
Lincoln Financial Distributors, INC.Broker
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
State Registrations9 states
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