Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julio? Claim Your ProfileJulio Barahona is an investment advisor representative with Smith & Howard Wealth Management, LLC. Julio is registered with the state of Georgia and has been in the industry since April 2005. Julio holds the Series 65 license and has passed the Uniform Investment Adviser Law Examination. Prior to joining Smith & Howard Wealth Management, Julio was an employee of SunTrust Bank and Patton Albertson & Miller.
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.
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.
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.
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GA
01/03/2020 - Present
Smith & Howard Wealth Management, LLC (ATLANTA GA)
IA
Issued 12/20/2019
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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