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

Raymond C. Julian, CFP®

Sr. Wealth Advisor

B. RILEY WEALTH MANAGEMENT

10 Post Office Sq Ste 600
Boston, MA 02109
(617) 951-6950

General

Raymond Julian is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at B. RILEY WEALTH MANAGEMENT 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

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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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