Julian Guilfoyle is a registered investment advisor, based in Centerberg, OH, with 11 years of industry experience.
Location
36 W Main Street, Po Box 747, Centerberg, OH, 43011
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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
Julian is the President of Cooper, Adel, Vu Financial, selling long-term care insurance and annuities. This activity requires more than full-time commitment.
Employment History
Current Registrations
Corecap Investments, LLCBroker
March 2015 - Present · 11 yrs 2 mos
Corecap Advisors
December 2014 - Present · 11 yrs 5 mos
State Registrations27 states
ALAZCACODCFLGAHIIDILINKSKYLAMAMDMINCNYOHOKORPASCTXWAWV
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.