CJ
CJ

Christine Tracey Julka

20 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
55 advisors
Number of Clients
1,961 clients
Average Client Portfolio
$539K average
Assets Under Management
$1.1B

Fee Structure

Minimum Investment:$10
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Location

5845 Widewaters Pkwy, Ste 300, East Syracuse, NY, 13057

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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.

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Other Business ActivitiesSells Insurance

Christine is a managing partner/broker at Advantage Dealer Insurance, LLC, dealing with health and property/casualty insurance, dedicating about a quarter of her time. She also works as Director of Marketing for Tracey Road Equipment, a trucking company, spending nearly full-time hours on marketing and event organization.

Employment History
Current Registrations
Pinnacle Investments, LLC
April 2021 - Present · 4 yrs 10 mos
Pinnacle Investments, LLC
September 2017 - Present · 8 yrs 5 mos
Pinnacle Investments, LLCBroker
September 2017 - Present · 8 yrs 5 mos
Previous Registrations
MML Investors Services, LLCBroker
October 2009 - April 2016 · 6 yrs 6 mos
MML Investors Services, INC.Broker
November 2007 - May 2009 · 1 yr 6 mos
Nylife Securities LLCBroker
April 2005 - July 2007 · 2 yrs 3 mos
A. G. Edwards & Sons, INC.Broker
January 2003 - October 2004 · 1 yr 9 mos
State Registrations1 state
NY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Christine Tracey Julka - Financial Advisor | TrueAdvisor