Steven Julian is a registered investment advisor at Cetera Investment Advisers LLC, based in Suwanee, GA, with 18 years of industry experience. Steven 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
Firm Size
IM Fee
Assets Under Management
Location
530 Highland Station Dr., Ste. 1004, Suwanee, GA, 30024
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Steven is a financial advisor for Infinity Wealth Management Group, a marketing DBA, and runs his advisory business through SJ Squared LLC. He also co-owns Uptick Green LLC, a real estate holding company, hosts podcasts, and is the treasurer for Greater Gwinnett Referral Partners.
Employment History
Current Registrations
Cetera Advisors LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Invest Financial Corporation
Invest Financial CorporationBroker
Edward Jones
Edward JonesBroker
State Registrations8 states
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