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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julien? Claim Your ProfileJulien Frazzo is an investment advisor representative at Beacon Pointe Advisors, LLC. Julien has been in the industry since 2011. Julien holds the Series 65 license. Julien is registered to provide investment advisory services in California. Julien specializes in Financial Planning, Portfolio Management for Businesses, Portfolio Management for Individuals, Portfolio Management for Investment Companies, Portfolio Management for Pooled Investment Vehicles, and other services. Julien has experience with insurance companies, investment companies, charitable organizations, high-net-worth individuals, pooled investment vehicles, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth. Julien's other business interests include real estate investing. Julien is located in NEWPORT BEACH, CA.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial 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.
Consulting services
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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CA
04/19/2021 - Present
Beacon Pointe Advisors, LLC (NEWPORT BEACH CA)
IA
Issued 09/06/2019
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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