Steven Julian

LPL Financial Advisor - Serving individuals and businesses on their financial journeys since 2007 at Infinity Wealth Management Group
  • Claim this Profile
Contact Information

Topline Score

Topline score feature will be out soon.

Bio

Generated by
Topline AI

You need to have a working account to view this content.
You need to have a working account to view this content.

Experience

    • United States
    • Financial Services
    • 1 - 100 Employee
    • LPL Financial Advisor - Serving individuals and businesses on their financial journeys since 2007
      • Feb 2018 - Present

      When a person trusts me enough to complain about money or ask me questions about investments, I listen. Then I start to ask them questions. Once we’ve talked, I help them get financially organized so money becomes a tool for them to reach their goals. Here are some common complaints I hear… 1. I only hear from my financial advisor once a year. 2. I know I need to make sound business investments, but I’m not getting any help. 3. I am confused after a conversation with my advisor. 4. Why are my friend’s investments performing better than mine? 5. I have a portfolio but I don’t know why the investments were picked or what to expect. 6. I feel clueless on how to make good or right financial decisions for my future. 7. How can I make long term business plans when my investments are not getting good returns? You have questions and concerns about investing, right? Or you just want your money to work “harder” for you – I get that. I am ready to listen and start asking questions to help you. Send me an email to get our conversation started, steven@infinitywmg.com. Or call me at 678-499-6933. Show less

    • Advertising Services
    • 1 - 100 Employee
    • Radio Talk Show Host
      • Jan 2014 - Present

      The Voice of Business....The nation’s fastest-growing B2B radio network, Business RadioX allows local businesses to “Get the Word Out” about the important work they’re doing for their market, their community, and their profession. With a Pro-Business format, BRX interviews Business Professionals sharing their story with an engaged audience. Companies can also host their own weekly or monthly show to market their services and build deep relationships with their most important clients, prospects and referral partners. Show less

    • Host & Co-Host
      • Oct 2012 - Present

      I get to engage and interview some of the most interesting business owners and business leaders in our community. Business RadioX exists to Amplify the Voice of Business. I meet the most amazing people and help them get their stories on the air so that more people can hear about the great work they are doing.

    • Financial Advisor
      • Mar 2013 - Feb 2018

      I listen to people and try to ask good questions about their financial journey. Financial issues are part of everyone's life and my job is to listen, ask and advise with solutions that help people live their financial journey on purpose. I listen to people and try to ask good questions about their financial journey. Financial issues are part of everyone's life and my job is to listen, ask and advise with solutions that help people live their financial journey on purpose.

    • United States
    • Financial Services
    • 700 & Above Employee
    • Financial Advisor
      • Jul 2007 - Feb 2013

      I work with individuals and business owners and employees to improve their financial journeys. I work with individuals and business owners and employees to improve their financial journeys.

    • United States
    • Religious Institutions
    • Associate Pastor
      • Jan 2004 - Jan 2007

      I worked with teenagers and leaders to engage God and their world. I helped the church start a youth ministry and start small group ministries. I worked with teenagers and leaders to engage God and their world. I helped the church start a youth ministry and start small group ministries.

Education

  • Georgia Institute of Technology
    HTS, History, Technology, Society
    1990 - 1995

Community

You need to have a working account to view this content. Click here to join now