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Samuel A Julian

Ausdal Financial Partners, Inc.

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About Samuel A Julian

Samuel Julian is a registered investment advisor with Ausdal Financial Partners, Inc. Samuel has been in the industry since March 25, 2002. Samuel has passed the Series 66, Series 7 and SIE exams. Ausdal Financial Partners, Inc. is an investment advisory firm based in Davenport, Iowa. Ausdal Financial Partners, Inc. provides investment advisory services to individuals, corporations, high-net-worth individuals, pension and profit-sharing plans, charitable organizations and corporations or other businesses.

Firm Information

Samuel Julian is currently registered with Ausdal Financial Partners, Inc.. Ausdal Financial Partners, Inc. is a Corporation based in DAVENPORT, IA. It is a registered investment advisor with the SEC and all 52 states. The firm has been in operation since 1979-08-13 and employs 158 licensed agents, 110 investment adviser representatives, and 199 registered representatives. Ausdal Financial Partners, Inc. provides advisory services for individuals, businesses, high-net-worth individuals, charitable organizations, pension plans, and corporations. They also participate in wrap fee programs.
Ausdal Financial Partners, Inc.

5187 UTICA RIDGE RD

DAVENPORT, IA 52807

$1.53B

Assets Under Management

2,640

Total Clients

145

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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advice on uma platforms

Advice on uma platforms

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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commissions

Earned based on transactions or products sold.

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percentage of assets

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

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other

Revenue sharing

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Samuel Julian’s Registration & Firm History

IN

09/30/2013 - Present

Ausdal Financial Partners, Inc. (Carmel IN)

IN

10/01/2012 - 09/30/2013

SECURITIES SERVICE NETWORK, INC. (NOBLESVILLE IN)

IN

11/05/2009 - 10/11/2012

PROEQUITIES, INC. (CARMEL IN)

IN

05/03/2005 - 11/03/2009

ROYAL ALLIANCE ASSOCIATES, INC. (CARMEL IN)

IN

03/25/2002 - 05/10/2005

LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)

IN

03/25/2002 - 05/10/2005

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)

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Licenses & Designations

BOTH

Issued 05/16/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/22/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Samuel A Julian. Review regulatory record here.
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