Julia Friske
Julia Friske is a registered investment advisor at Cetera Investment Advisers LLC, based in Richmond, VA, with 1 years of industry experience. Julia 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
1021 East Cary Street Suite 1225, Richmond, VA, 23219
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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
Julia sells fixed insurance products with various companies since May 2023, and works as a financial advisor with North Star Resource Group since February 2024, offering fixed insurance products, commission-based brokerage business, and advisory services. Both activities take about 10-20% of her time each.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
State Registrations6 states
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