Unclaimed Profile

Julia Carol Frise

ALLWORTH FINANCIAL, L.P.·FOLSOM, California

SIE, Series 6Clean recordALLWORTH FINANCIAL, L.P.

340 PALLADIO PKWY., FOLSOM, CA 95630CRD# 2672758Firm CRD# 111167

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Julia Carol Frise · FOLSOM, CA

Registration

CRD #2672758 · ALLWORTH FINANCIAL, L.P.

Brand Profile

Not yet started

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ALLWORTH FINANCIAL, L.P.

CRD 111167 · SEC 801-68255

AUM

$19.3B

Regulatory assets under management

Employees

392

66,085 client accounts

Services offered by ALLWORTH FINANCIAL, L.P.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Market timing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at ALLWORTH FINANCIAL, L.P. →

Introduction

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Frequently Asked Questions

What services does Julia Carol Frise offer?

Julia Carol Frise specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in FOLSOM, California for a consultation.

What are Julia Carol Frise's credentials?

Julia Carol Frise is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Julia Carol Frise located?

Julia Carol Frise is based in FOLSOM, California, working with ALLWORTH FINANCIAL, L.P.. Their office serves clients in the FOLSOM metropolitan area and surrounding communities.

How does Julia Carol Frise charge for services?

Julia Carol Frise's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ALLWORTH FINANCIAL, L.P.?

ALLWORTH FINANCIAL, L.P. has approximately 392 employees and manages $19.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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