Julie Ann Flores
Investment adviser representative at Missionsquare Retirement
10 yearsExperience
6 statesRegistered in
$6.3BFirm assets
43 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
10 years in the industry.
- Missionsquare RetirementMar 2024 to now
- Missionsquare Investment ServicesMar 2024 to now
- Flores Realty Group, LLCJun 2022 to now
- Pfg Advisors, LLCMar 2023 to Mar 2024
- Securities America, Inc.Feb 2023 to Mar 2024
- TIAAApr 2018 to Mar 2022
- TIAA-CREF Individual & Institutional Services, LLCApr 2018 to Mar 2022
- Bok Financial Securities, Inc.May 2017 to Apr 2018
- BOKF, NAMay 2017 to Apr 2018
- Workspace DynamicsJul 2016 to Apr 2017
- Realty One of New MexicoJun 2016 to Jun 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 6 states (AR, CO, LA, NM, OK, TX).
Missionsquare Retirement
Legal name: International City Management Association Retirement Corporation
$6.3BAssets managed
40,527Clients
132Advisers
43 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
- 5724348
- Firm CRD
- 108783