Overview

Julius Pappas, MBA / LPL Financial. Licensed Adviser since 1997. Previous firms include Prudential Securites, Wachovia/Wells Fargo bank, MetLIfe, MassMutual. Works in Wealth Management, Financial Planning, Portfolio Management, 401k Creation, 457 & DROP specializing, Annuities, LIfe Insurance, Disability, Long Term Care, Trusts and Estate Planning.
Looking to expand through acquisition of another practice.

CRD: 2899904 NPN: 1054276

Last Activity
6 months or more

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