Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julia? Claim Your ProfileJulia Kim Pham is a financial advisor currently registered with Halbert Hargrove in LONG BEACH, CA. Julia has been in the industry since October 2012 and is registered with the state of California since August 2015 and Texas since May 2024. Julia holds a Certified Financial Planner designation. In addition to her role at Halbert Hargrove, Julia also has prior experience with First Foundation Advisors.
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.
Investment consulting
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
05/08/2024 - Present
Halbert Hargrove (LONG BEACH CA)
Active
Inactive
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