Julie Holmes, CFP
Grady Corporation
Certified Financial Planner in La Quinta, CA
Address:80335 Camarillo Way
La Quinta, CA 92253
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:
Contact this financial planner directly to learn more about their skills and specialties, since not all may be listed.
- Financial Planning Services
Industry Specialties
- No Industry Specialties
Contact Information
Address:
Julie Holmes80335 Camarillo Way
La Quinta, CA 92253
Phone Number:
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Website:
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