Julian Pouncy
Julian Pouncy is a registered investment advisor at Northwestern Mutual Investment Services,llc, based in Atlanta, GA, with 19 years of industry experience. Julian is also registered as a broker, so some compensation may come from commissions on products sold. Their firm serves 1 clients.
Compensation
Firm Size
IM Fee
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
2859 Paces Ferry Rd SE, Ste 1200, Atlanta, GA, 30339
Get directionsHistory
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 Registrations7 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
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