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Julie Holmes, CFP

Grady Corporation

Certified Financial Planner in La Quinta, CA

Address:
80335 Camarillo Way
La Quinta, CA 92253
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About Julie Holmes

Julie Holmes is a financial professional at Grady Corporation located in La Quinta, California. Julie Holmes holds an industry securities registration subject to FINRA oversight having passed securities examinations . Financial advisors may be dually registered. In addition to being registered as a Registered Investment Advisor (RIA) licensed to sell insurance, advisors are often referred to as "stock brokers" when they are registered representatives to sell securities through broker dealers.

Professional Profile

Education and Degrees

No education details are currently available for this financial planner.

Languages

Julie Holmes provides services to clients in the following language(s):

  • English

Specialties and Skills:

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  • Financial Planning Services

Industry Specialties

  • No Industry Specialties

Contact Information

Address:

Julie Holmes
80335 Camarillo Way
La Quinta, CA 92253

Phone Number: Click to Show
Website:

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