Julia Friske
Investment adviser representative at Cetera Investment Advisers LLC
13 yearsExperience
1 stateRegistered in
$256.8BFirm assets
42 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 assetsHourlyFixed or flat fee
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
13 years in the industry.
- Cetera Investment Advisers LLCAug 2024 to now
- Cetera Wealth Services, LLCJan 2024 to now
- UnemployedDec 2023 to Jan 2024
- Michaels Craft StoreMay 2021 to Sep 2021
- Publix Grocery StoreNov 2020 to Feb 2021
- Virginia Commonwealth UniversityAug 2019 to Dec 2023
- UnemployedMay 2019 to Aug 2019
- Full Time StudentNov 2013 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (VA).
Cetera Investment Advisers LLC
$256.8BAssets managed
813,961Clients
10,109Advisers
42 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
- 7808088
- Firm CRD
- 105644