Julia Friske

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 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

• 11/2013 → 05/2019
  Full Time Student
  Milford, VA
• 05/2019 → 08/2019
  Unemployed
  Woodford, VA
• 08/2019 → 12/2023
  Virginia Commonwealth University
  Richmond, VA
• 05/2021 → 09/2021
  Michaels Craft Store
  Richmond, VA
• 11/2020 → 02/2021
  Publix Grocery Store
  Richmond, VA
• 12/2023 → 01/2024
  Unemployed
  Richmond, VA
• 01/2024 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 08/2024 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Other Businesses

1. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 05/2023; APX NUMBER OF HOURS PER WEEK: 20; APX NUMBER OF HOURS DURING TRADING HOURS: 15; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT; BRIEF DESCRIPTION OF DUTIES: SALES OF FIXED INSURANCE PRODUCTS; 2. NAME OF OTHER BUSINESS: NORTH STAR RESOURCE GROUP; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 02/2024; POSITION/TITLE/RELATIONSHIP: FINANCIAL ADVISOR; APX NUMBER OF HOURS PER WEEK: 20; APX NUMBER OF HOURS DURING TRADING HOURS: 15; BRIEF DESCRIPTION OF DUTIES: FIXED INSURANCE PRODUCTS, COMMISSION-BASED BROKERAGE BUSINESS, ADVISORY;

Exams

• S66 Uniform Combined State Law Examination
  2024-08-09