RJ
Ray Julian
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Work Experience
Senior Wealth Advisor, Certified Financial Planner™ Professional Since 1987
Jul 2022 - Oct 2024 · 2 years and 3 months
National Asset Management, a B Riley Financial company / National Securities Corporation
Senior Vice President
Mar 2021 - Jul 2022 · 1 years and 4 months
Certified Financial Planner, Investment Advisor
Jul 2006 - Mar 2021 · 14 years and 8 months
Company Details
B. Riley Wealth Management is a FINRA registered broker dealer and a SEC registered investment adviser and provides comprehensive, collaborative financial solutions to individuals and families, businesses and institutions, non-profits, trusts, foundations and endowments. B. Riley’s experienced financial advisors leverage the diverse resources and expertise of its affiliated companies to help clients create a sound financial strategy based on their financial goals. About B. Riley Financial, Inc. B. Riley Financial (“B. Riley”) provides collaborative solutions tailored to fit the capital raising and business advisory needs of its clients and partners. B. Riley operates through several subsidiaries that offer a diverse range of complementary end-to-end capabilities spanning investment banking and institutional brokerage, private wealth and investment management, financial consulting, corporate restructuring, operations management, risk and compliance, due diligence, forensic accounting, litigation support, appraisal and valuation, auction and liquidation services. B. Riley is headquartered in Los Angeles with offices across the U.S. as well as an international presence. For more information, please visit www.brileyfin.com.
Year Founded
1996
Social Media
Linkedin
Industry
Financial Services, Security brokers, Financial and insurance services, Business Services
HQ Location
40 S Main St Memphis, Tennessee, US
Keywords
Wealth Management ServicesInvestment SolutionsAdvisory ServicesMarket InsightsInvestment StrategiesCorporate Executive ServicesCorporate Retirement PlansLiquidity Resources
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