Julianna A. Bray
Professional summary
Julianna Anderson Bray, CFP®, who also goes by Julianna Michelle Anderson, Julie Michelle Anderson, Julie Bray, is a registered financial advisor currently at GW FINANCIAL located in Reno, Nevada.
Julianna is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Julianna has worked at 4 firms and has passed the Series 65 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Julianna Anderson Bray's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2012
Experience
June 26, 2014 - Present
GW FINANCIAL
Office #1: 5470 Kietzke Lane Suite 300, Reno, NV 89511August 19, 2009 - January 21, 2010
BROWN BROTHERS HARRIMAN MUTUAL FUND ADVISORY DEPARTMENT
February 26, 2009 - January 21, 2010
BROWN BROTHERS HARRIMAN & CO.
October 2, 2007 - January 12, 2009
BROWN BROTHERS HARRIMAN & CO.
January 17, 2006 - April 19, 2007
ALLIANZ GLOBAL INVESTORS DISTRIBUTORS LLC
Primary Firm SEC Registration
GW FINANCIAL
CRD#: 110478 / SEC#: 801-18321
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(6/26/2014)
(8/31/2020)
(7/10/2015)
Exams
Current Firm
GW FINANCIAL
CRD#: 110478 / SEC#: 801-18321
Contact information
SEC notice filing (7 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 252 |
| AUM (Assets Under Management) | $ 110,336,840 |
Red Flags
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