Julia Acer, financial advisor Phoenix AZ

Julia Acer

CRD Number: 5739535
Current Firm: Schwab Private Client Investment Advisory, Inc.

Julia Acer (CRD# 5739535) is an Investment Advisor Representative working at Schwab Private Client Investment Advisory, Inc. in Phoenix, AZ and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Schwab Private Client Investment Advisory, Inc. Phoenix, AZ Jan 2012 - Current 8
Charles Schwab & Company, Inc. Phoenix, AZ Nov 2009 - Current 10
Southwest Institute Of Healing Arts Tempe, AZ Nov 2004 - Current 15
See's Candies Phoenix, AZ Nov 2008 - Apr 2010 1
3ho Corporation/yoga Phoenix Phoenix, AZ Jul 2009 - Jan 2010 < 1
Unemployed Phoenix, AZ Apr 2008 - Nov 2009 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2011
S66 NASAA Uniform Combined State Law Examination Aug 2011
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Julia S. Acer
Phone Number: 415-667-7000
Firm Website: https://www.schwab.com
Registered State(s):
  • AZ
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    91,149
    MILLIONS
  • Total Number of Accounts
    182,872
    ACCOUNTS
  • Average Account Value
    $498,433
Compensation Options
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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