Samuel Julian
Samuel Julian is a registered investment advisor at Ausdal Financial Partners, INC., based in Carmel, IN, with 24 years of industry experience. Samuel is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 16,572 clients with $3.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 3.00% |
Maximum annual fee across investment advisory programs will not exceed 3%. Specific fee schedules are negotiated directly with your investment advisor representative.
Fee Estimator
Location
Carmel, IN
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 2023Other Business ActivitiesSells Insurance
Samuel sells insurance products as an agent, starting in 2001. This activity takes minimal time each month.
Employment History
Current Registrations
Ausdal Financial Partners, INC.
Ausdal Financial Partners, INC.Broker
Previous Registrations
Securities Service Network, INC.Broker
Ssn Advisory, INC.
Investment Advisors
Proequities, 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
State Registrations3 states
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
More Advisors
- John Wortman, CFPValeo Financial Advisors, LLC
- Nicholas Weyhmueller, CFPValeo Financial Advisors, LLC
- Gregory Smith, CFPCapital Client Group, INC.
- Nicholas Fohrer, CFPValeo Financial Advisors, LLC
- Xavier Williams, CFPCharles Schwab & CO., INC.
- Peter Royeca, CFPValeo Financial Advisors, LLC