Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Barry? Claim Your ProfileBarry Philip Julien is an Investment Advisor Representative with Lido and F/m Investments LLC in California. Barry is a Chartered Financial Analyst and has been in the industry since 1989. Barry is also registered with the state of California and the District of Columbia. The advisor's areas of specialization include Fixed Income, Equities, Mutual Funds, Alternative Investments, and Retirement Planning. Barry's focus is providing investment advice for high-net-worth individuals, corporations, and charitable organizations.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
CA
01/01/2025 - Present
Lido (LOS ANGELES CA)
NA
05/18/1989 - 02/02/1994
CITICORP SECURITIES, INC.
BC
Issued 08/19/1989
Series 7 - General Securities Representative Examination
Active
Inactive
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