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Julie Vuong

Gerber Kawasaki Wealth & Investment Management

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About Julie Vuong

Julie Vuong is a financial advisor currently associated with Gerber Kawasaki Wealth & Investment Management. Julie has been working in the financial industry since 2013 and has experience at LPL Financial LLC and Gerber Kawasaki Wealth & Investment Management. Julie has passed several industry exams including the Series 7, Series 66, and the Securities Industry Essentials Examination (SIE). Julie is registered in California as an Investment Advisor Representative.

Firm Information

Julie Vuong is currently registered with Gerber Kawasaki Wealth & Investment Management. Gerber Kawasaki Wealth & Investment Management, based in SANTA MONICA, CA, is a wealth management firm with a long history of serving individuals, families, businesses, and institutions. They offer a wide range of financial planning and investment advisory services, including portfolio management, pension consulting, and selection of other advisors. They have a team of over 30 experienced professionals and manage over $2.5 billion in assets.
Gerber Kawasaki Wealth & Investment Management

2716 OCEAN PARK BLVD #2020-2022

SANTA MONICA, CA 90405

$2.59B

Assets Under Management

10

Total Clients

27

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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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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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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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other

Third-party advisory fees

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Julie Vuong’s Registration & Firm History

CA

08/31/2021 - Present

Gerber Kawasaki Wealth & Investment Management (SANTA MONICA CA)

CA

12/07/2015 - 07/26/2021

LPL FINANCIAL LLC (SANTA MONICA CA)

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Licenses & Designations

BOTH

Issued 08/17/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/28/2024

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/07/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Julie Vuong.
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