Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julia? Claim Your ProfileJulia Coburn is a financial advisor with Centaurus Financial, Inc., based in Santa Barbara, CA. Julia has been in the financial industry since 2003 and has a strong track record of helping clients achieve their financial goals. Julia is registered with the Financial Industry Regulatory Authority (FINRA) and holds Series 7 and Series 66 licenses. Julia specializes in financial planning, portfolio management, and investment management.
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.
A percentage of the total value of assets under management is charged.
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CA
07/13/2022 - Present
Centaurus Financial, Inc. (SANTA BARBARA CA)
CA
02/03/2017 - 09/11/2017
CROWN CAPITAL SECURITIES, L.P. (Roseville CA)
CA
04/27/2009 - 02/02/2017
QUEST SECURITIES, INC. (FAIR OAKS CA)
CA
10/30/2008 - 12/18/2008
METLIFE SECURITIES INC. (SACRAMENTO CA)
CA
11/02/2006 - 10/03/2008
NYLIFE SECURITIES LLC (ROSEVILLE CA)
CA
11/24/2003 - 10/20/2006
METLIFE SECURITIES INC. (SACRAMENTO CA)
CA
06/10/2003 - 10/20/2006
METROPOLITAN LIFE INSURANCE COMPANY (SACRAMENTO CA)
MA
12/16/2002 - 02/14/2003
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
MN
10/18/2002 - 12/07/2002
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
10/18/2002 - 12/07/2002
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 10/29/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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