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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julian? Claim Your ProfileJulian Johnson is a financial advisor with Castleview Partners, LLC, based in Plano, Texas. Julian has been a financial advisor since 2011 and holds the Series 6, Series 63 and Series 65 licenses. Julian previously worked at Northwestern Mutual Investment Services, LLC. Julian specializes in financial planning, portfolio management for individuals, and educational seminars. Julian's expertise has helped a wide range of clients with both traditional and alternative investment strategies. Julian's experience working with both high-net-worth individuals and individuals other than high-net-worth clients allows Julian to provide tailored advice based on individual needs.
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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2
TX
03/04/2024 - Present
Castleview Partners, LLC (Plano TX)
TX
11/30/2011 - 03/06/2024
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (Frisco TX)
IA
Issued 01/27/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/14/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/29/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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