Julian Zavala
Julian Zavala is a registered investment advisor at Cetera Investment Advisers LLC, based in Carmel, IN, with 13 years of industry experience. Julian 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
10435 Commerce Drive Suite 140, Carmel, IN, 46032
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Regulatory History
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
Julian is an insurance agent selling life, health, annuities, and long-term care products since 2012, dedicating a few hours per week. He is also a co-owner/financial professional at FSA Advisors, LLC, an advisory representative at AdvisorNet Financial Inc, and an owner/financial professional at Apex Wealth Services LLC, spending about a quarter of his time on each.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Advisornet Wealth Partners
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
State Registrations27 states
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