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Julianna Anderson Bray

GW FINANCIAL, INC.·RENO, Nevada
Series 7, Series 65Clean record16 years registeredGW FINANCIAL, INC.
5470 KIETZKE LANE, RENO, NV 89511CRD# 4942635Firm CRD# 110478

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Julianna Anderson Bray · RENO, NV
Registration
CRD #4942635 · GW FINANCIAL, INC. · 16 years registered
Brand Profile
Not yet started
01

Career History

GW FINANCIAL
Jun 2014 – present
BROWN BROTHERS HARRIMAN & CO.
Aug 2009 – Jan 2010
NEW YORK, NY
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 65
Registration record
First registered · August 19, 2009
Years registered · 16
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
GW FINANCIAL, INC.
CRD 110478 · SEC 801-18321
AUM
$94M
Regulatory assets under management
Employees
6
262 client accounts
Services offered by GW FINANCIAL, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at GW FINANCIAL, INC. →
Introduction

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05

Frequently Asked Questions

What services does Julianna Anderson Bray offer?
Julianna Anderson Bray specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in RENO, Nevada for a consultation.
What are Julianna Anderson Bray's credentials?
Julianna Anderson Bray is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Julianna Anderson Bray located?
Julianna Anderson Bray is based in RENO, Nevada, working with GW FINANCIAL, INC.. Their office serves clients in the RENO metropolitan area and surrounding communities.
How does Julianna Anderson Bray charge for services?
Julianna Anderson Bray's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is GW FINANCIAL, INC.?
GW FINANCIAL, INC. has approximately 6 employees and manages $94M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at GW FINANCIAL, INC.

Scott Kight Anderson
RENO, NV
CFP

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Research
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