Julian Martin Lefiles
Investment adviser representative at Interactive Financial Advisors
16 yearsExperience
1 stateRegistered in
ChFC®Designation
$240.4MFirm 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
16 years in the industry.
- Interactive Financial AdvisorsJan 2010 to now
Designations
- ChFC®
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (FL).
Interactive Financial Advisors
Legal name: Interactive Financial Advisors, Inc.
$240.4MAssets managed
1,307Clients
34Advisers
21 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
- 5748247
- Firm CRD
- 125117