Julian Pouncy
Julian Pouncy is a registered investment advisor at Northwestern Mutual Investment Services,llc, based in Atlanta, GA, with 18 years of industry experience. Julian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 1 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
NMIS does not manage accounts directly for individual clients. NMIS provides referral services to other investment advisors and fixed income advice to other investment advisors.
Location
2859 Paces Ferry Rd SE, Ste 1200, Atlanta, GA, 30339
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Regulatory History (1)
Regulatory
January 2012Other Business ActivitiesSells Insurance
Julian may earn commissions from insurance companies for sales of non-variable life, health, medicare, annuity, disability, and/or long-term care insurance products. He is also the chairman of economic development for Northmetro 100 Black Men, dedicating minimal time to this non-profit organization.
Employment History
Current Registrations
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
Previous Registrations
E*trade Securities LLCBroker
E*trade Capital Management, LLC
VALIC Financial Advisors, INC.Broker
VALIC Financial Advisors, INC.
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
Edward Jones
Edward JonesBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations6 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.