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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 Maxwell Applegate Brown is an Investment Advisor Representative at Fisher Investments. Julian holds a Series 65 license, the Uniform Investment Adviser Law Examination, and is registered to provide investment advice in Texas and Washington. Julian has been in the financial industry for over 5 years and has experience in various industries, including education, food service, and staffing. Julian specializes in providing portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Julian is also able to provide financial planning and portfolio assessment services.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio assessment
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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TX
07/22/2020 - Present
Fisher Investments (PLANO TX)
IA
Issued 07/22/2020
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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