Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julia? Claim Your ProfileJulia Sky King is a financial professional with over 18 years of experience in the financial services industry. Julia currently works with Foundations Investment Advisors LLC. Julia has previously worked with LPL Financial LLC, PRIMEVEST FINANCIAL SERVICES, INC., LINSCO/PRIVATE LEDGER CORP. and NATIONAL PLANNING CORPORATION. Julia is licensed in California and Texas. Julia is available to provide financial planning, educational seminars and investment management services to individuals and corporations.
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.
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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AZ
03/14/2022 - Present
Foundations Investment Advisors LLC (PHOENIX AZ)
CA
05/18/2007 - 06/11/2012
LPL FINANCIAL LLC (SAN DIEGO CA)
CA
05/16/2006 - 05/11/2007
PRIMEVEST FINANCIAL SERVICES, INC. (SAN DIEGO CA)
CA
06/21/2005 - 05/17/2006
LINSCO/PRIVATE LEDGER CORP. (SAN DIEGO CA)
CA
09/10/2001 - 06/16/2005
NATIONAL PLANNING CORPORATION (LOS ANGELES CA)
IA
Issued 08/16/2019
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 09/24/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/13/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/29/2004
Series 7 - General Securities Representative Examination
BC
Issued 09/07/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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