SJ
SJ

Sabrina Julian

24 Years of Experience
Murphys, CA
BrokerSells Insurance

Sabrina Julian is a registered investment advisor at Cetera Investment Advisers LLC, based in Murphys, CA, with 24 years of industry experience. Sabrina operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
Loading...

Location

466 A Main St, Murphys, CA, 95247

Get directions

History

Regulatory History
Clean regulatory record

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

Sabrina sells fixed insurance products, including life, disability, annuities, and long-term care, dedicating a few hours per week. She also provides financial services and planning, spending nearly full-time hours, and offers organizing services for women, spending minimal time.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 2 yrs 11 mos
Cetera Wealth Services, LLCBroker
August 2008 - Present · 17 yrs 9 mos
Previous Registrations
Cetera Advisor Networks LLC
January 2009 - June 2023 · 14 yrs 5 mos
Pension Planners Securities, INC.Broker
March 2006 - August 2008 · 2 yrs 5 mos
Edward JonesBroker
January 2002 - March 2006 · 4 yrs 2 mos
State Registrations22 states
AZCACOCTFLGAHIIDILMAMIMONCNVOHORSCSDTXUTVAWA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.