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Julianna Anderson Bray

GW Financial

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About Julianna Anderson Bray

Julianna Bray is a financial advisor with GW Financial, based in Reno, NV. Julianna has been in the industry since 2005 and holds both Series 7 and Series 65 licenses. She is a Certified Financial Planner and specializes in providing financial planning, portfolio management, and financial consulting services to individuals, businesses, trusts, and charitable organizations. Julianna has experience working with both high-net-worth individuals and other client types.

Firm Information

Julianna Bray is currently registered with GW Financial. GW Financial, based in Reno, Nevada, is an investment advisor with over $93 million in regulatory assets under management. They provide financial planning and portfolio management services to individuals, trusts, charitable organizations, and businesses. They also offer selection of other advisors services.
GW Financial

5470 KIETZKE LANE

RENO, NV 89511

$93.51M

Assets Under Management

5

Total Clients

3

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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financial consulting

Financial consulting

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Julianna Bray’s Registration & Firm History

NV

07/10/2015 - Present

GW Financial (RENO NV)

NY

02/26/2009 - 01/21/2010

BROWN BROTHERS HARRIMAN & CO. (NEW YORK NY)

NY

10/02/2007 - 01/12/2009

BROWN BROTHERS HARRIMAN & CO. (NEW YORK NY)

CA

01/17/2006 - 04/19/2007

ALLIANZ GLOBAL INVESTORS DISTRIBUTORS LLC (NEWPORT BEACH CA)

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Licenses & Designations

IA

Issued 08/18/2009

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/22/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Julianna Anderson Bray.
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