Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Julian has been in the financial industry since 1997. James is a registered representative of Concourse Financial Group Securities, Inc. and a registered investment advisor in Indiana. James is also the owner of The Julian Group, which provides investment-related services. James is also a licensed insurance agent and provides insurance and third-party administration services. James is dedicated to providing his clients with personalized financial advice and guidance. James specializes in providing financial advice and investment management to individuals, families, businesses, and retirement plans. James holds the Series 6, 7, 24, 26, 51, and 66 licenses, as well as the SIE exam. James also holds the Chartered Financial Consultant designation.
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.
Guidance on pension options to ensure a secure financial future.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
IN
02/24/2010 - Present
Concourse Financial Group Securities, Inc. (Carmel IN)
IN
05/03/2005 - 11/03/2009
ROYAL ALLIANCE ASSOCIATES, INC. (CARMEL IN)
IN
12/20/2001 - 05/10/2005
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
12/20/2001 - 05/10/2005
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
PA
08/02/2001 - 11/21/2001
LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)
IN
10/21/1997 - 08/06/2001
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
10/21/1997 - 08/06/2001
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
BOTH
Issued 04/11/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/11/2007
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 09/08/2005
Series 24 - General Securities Principal Examination
BC
Issued 11/10/1997
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/2002
Series 7 - General Securities Representative Examination
BC
Issued 10/20/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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