Julia to is a CFP-designated registered investment advisor, based in Los Alamitos, CA, with 3 years of industry experience.
Location
4474 Cerritos Ave., Los Alamitos, CA, 90720
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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
Julia is an insurance agent with Avantax Insurance Agency/Services since 2022, dedicating about a quarter of her time to meeting with clients and providing insurance options. She also works full-time at Williams Tax and Financial Services since 2022, providing tax and investment planning services.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations1 state
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