Unclaimed Profile

Julianne Cruz

CONTANGO CAPITAL ADVISORS, INC.·SALT LAKE CITY, Utah

SIE, Series 7, Series 8, Series 24, Series 27, Series 53, Series 63Clean record22 years registeredCONTANGO CAPITAL ADVISORS, INC.

WELMAN HOLDINGS, INC., SALT LAKE CITY, UT 84133CRD# 1217012Firm CRD# 131308

Profile Verification

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

Identity

Julianne Cruz · SALT LAKE CITY, UT

Registration

CRD #1217012 · CONTANGO CAPITAL ADVISORS, INC. · 22 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: CONTANGO CAPITAL ADVISORS, INC.

RETIREMENT PLANNERS OF AMERICA

Jul 2016 – May 2024

Sherman Oaks, CA

LPL FINANCIAL LLC

Feb 2015 – Feb 2016

CULVER CITY, CA

ZIONS CAPITAL ADVISORS, INC.

Apr 2010 – Feb 2015

CULVER CITY, CA

PRIMEVEST FINANCIAL SERVICES, INC.

Nov 2006 – Mar 2010

SANTA MONICA, CA

DFC INVESTOR SERVICES

Mar 2004 – Nov 2006

SANTA MONICA, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 8

Series 24

Series 27

Series 53

Series 63

Registration record

First registered · March 8, 2004

Years registered · 22

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ZIONS CAPITAL ADVISORS, INC.

CRD 131308 · SEC 801-63287

AUM

$1.8B

Regulatory assets under management

Employees

86 client accounts

Services offered by ZIONS CAPITAL ADVISORS, INC.

Per Form ADV

Selection of other advisers

View all advisors at ZIONS CAPITAL ADVISORS, INC. →

Introduction

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Frequently Asked Questions

What services does Julianne Cruz offer?

Julianne Cruz specializes in Wealth Management.

What are Julianne Cruz's credentials?

Julianne Cruz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Julianne Cruz located?

Julianne Cruz is based in SALT LAKE CITY, Utah, last registered with CONTANGO CAPITAL ADVISORS, INC..

How does Julianne Cruz charge for services?

Julianne Cruz'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 CONTANGO CAPITAL ADVISORS, INC.?

CONTANGO CAPITAL ADVISORS, INC. has approximately 16 employees and manages $1.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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