Julia L Rhea
Investment adviser representative at Commonwealth Financial Network
12 yearsExperience
1 stateRegistered in
ChFC®Designation
$212.7BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- Commonwealth Financial NetworkSep 2024 to now
- Oasis Wealth PartnersSep 2024 to now
- Lincoln Financial AdvisorsNov 2021 to Sep 2024
- Voya Financial AdvisorsSep 2014 to Sep 2024
- Voya Financial PartnersSep 2014 to Sep 2024
- Voya FinancialSep 2014 to Nov 2021
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 1 state (CA).
Commonwealth Financial Network
Legal name: Commonwealth Equity Services, LLC
$212.7BAssets managed
360,488Clients
2,700Advisers
34 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2283881
- Firm CRD
- 8032