Darrell Frank Juliano

Employer firm

Principal Securities, Inc. CRD 1137

$17.0B regulatory AUM 1,717 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 05/1995 → Present
  Principal Life Insurance Company
  Elk Grove, CA
• 06/1995 → Present
  Principal Securities Inc
  Elk Grove, CA
• 09/2002 → 09/2022
  Juilano Financial Services
  Elk Grove, CA
• 12/2020 → Present
  Almond Valley Wealth Management
  Elk Grove, CA

Other Businesses

**OUTSIDE INSURANCE HEALTH AND GROUP BENEFITS, BROKER, 1/4/11. **Fixed Insurance; Investment Related; Elk Grove, CA; Agent; Fixed Life, Annuity, DI; Start Date: 12/19/2020; 2 hrs per month; 2 during trading hours. **INSURANCE POSITION: Agent NATURE: null INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 12/19/2020 ADDRESS: 9245 Laguna Springs Drive, STE 100, Elk Grove CA 95758, United States DESCRIPTION: Fixed Life, Annuity, DI, Long Term Care **GRACE COMMUNITY CHURCH POSITION: Board Member NATURE: Board Member/Officer/Director of an Organization INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 03/01/2026 ADDRESS: 9661 Elk Grove Florin Rd A, Elk Grove CA 95624, United States DESCRIPTION: Oversee direction of local church, help with direction of church budget, building repairs, improvements and scheduling. The church administrator writes checks and oversees daily business activities. I am a backup signer. Three other individuals take priority over me. Two signatures are required.

Exams

• S66 Uniform Combined State Law Examination
  2003-02-10
• S63 Uniform Securities Agent State Law Examination
  1995-08-01

Designations

• Chartered Financial Consultant