Julia Andrews is a registered investment advisor, based in Calabasas, CA, with 4 years of industry experience.
Location
26565 West Agoura Road, Suite 200, Calabasas, CA, 91302
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Julia works as a financial paraplanner for Monarch Wealth & Retirement Strategies full-time. She also works as an insurance agent, dedicating a few hours per week to providing insurance products.
Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
June 2025 - Present · 11 mos
Cambridge Investment Research, INC.
June 2025 - Present · 11 mos
The Ameriflex Group
December 2024 - Present · 1 yr 5 mos
Previous Registrations
Osaic Wealth, INC.Broker
September 2023 - July 2025 · 1 yr 10 mos
Osaic Wealth, INC.
September 2023 - December 2024 · 1 yr 3 mos
Sagepoint Financial, INC.
April 2022 - September 2023 · 1 yr 5 mos
Sagepoint Financial, INC.Broker
January 2022 - September 2023 · 1 yr 8 mos
State Registrations5 states
CACOOKORTX
AdvisorBrokerBoth
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
No exam information available for this advisor.