Julia L Rhea

Employer firm

Commonwealth Financial Network CRD 8032

$213B regulatory AUM 20,450 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2014 → 09/2024
  Voya Financial Partners
  San Diego, CA
• 09/2014 → 11/2021
  Voya Financial
  San Diego, CA
• 09/2014 → 09/2024
  Voya Financial Advisors
  San Diego, CA
• 11/2021 → 09/2024
  Lincoln Financial Advisors
  San Diego, CA
• 09/2024 → Present
  Commonwealth Financial Network
  San Diego, CA
• 09/2024 → Present
  Oasis Wealth Partners
  San Diego, CA

Previous Registrations

• 2021-11-29 → 2024-09-10
  Osaic Fa, Inc.
  San Diego, CA
  San Diego, CA
  San Ramon, CA
  La Jolla, CA
• 2011-01-03 → 2021-11-30
  Voya Financial Advisors, Inc.
  San Diego, CA
  Redlands, CA
  Irvine, CA
  Redlands, CA
• 2000-07-05 → 2011-01-03
  Voya Financial Partners, Llc
  Houston, TX
  Glendale, CA
  Redlands, CA
  San Diego, CA
  San Diego, CA

Other Businesses

Fixed insurance sales; as of 7/02/2024; Less than 1% of time spent during business hours; Conducted at branch location; Investment related.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-06-22
• S63 Uniform Securities Agent State Law Examination
  1994-11-16

Designations

• Chartered Financial Consultant

Other Names

• Julia Cook
• Julia Lyn Cook
• Julie Cook