Raymond C. Julian,  CFP<sup>&reg;</sup> - Financial Advisor

Raymond C. Julian, CFP®

Executive Vice President

Winslow, Evans & Crocker, Inc.

175 Federal St, 6th Flr
Boston, MA 02110-2264
(800) 556-8600
(617) 896-3565

General

Raymond Julian is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Winslow, Evans & Crocker, Inc. in Boston, MA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance: MA
  • Health/disability insurance: MA
  • Property/casualty: MA
  • Fixed annuities: MA
  • Variable annuities: MA

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a Home, Annuities, Banking, Charitable & Planned Giving, Asset Allocation, Career Change, Investment Management, Estate Planning, Limited Partnerships, Mutual Funds, Real Estate, Job Loss, Insurance, Retirement, Stocks & Bonds, Long-term Care, Tangible Assets, Succession Planning, Sudden Wealth, Personal Taxes

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