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Julie Anne Barlow

Centaurus Financial, Inc.

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About Julie Anne Barlow

Julie Barlow is a financial professional with over 20 years of experience in the industry. Julie has a Series 6, 7, and 24 license and is a Registered Representative with Centaurus Financial, Inc. Julie offers financial planning and portfolio management services to individuals, high net worth individuals, corporations, and businesses.

Firm Information

Julie Barlow is currently registered with Centaurus Financial, Inc.. Centaurus Financial, Inc. is a corporation formed in August 1992 and headquartered in Anaheim, California. The firm provides a variety of advisory services including financial planning, pension consulting, educational seminars, market timing services, publication of periodicals, selection of other advisors, portfolio management for businesses and individuals, and wrap fee programs. Centaurus Financial, Inc. serves a wide range of clients including individuals, businesses, high-net-worth individuals, and corporations. The firm has regulatory assets under management exceeding $6.2 billion, including discretionary and non-discretionary accounts.
Centaurus Financial, Inc.

2300 EAST KATELLA AVE

ANAHEIM, CA 92806

$6.28B

Assets Under Management

Not reported

Total Clients

510

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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.

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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Julie Barlow’s Registration & Firm History

CO

06/22/2007 - Present

Centaurus Financial, Inc. (FRISCO CO)

NY

05/13/2004 - 08/19/2005

OPPENHEIMERFUNDS DISTRIBUTOR, INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 02/01/2010

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/16/2009

Series 7 - General Securities Representative Examination

BC

Issued 05/12/2004

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Julie Anne Barlow.
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