Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julia? Claim Your ProfileJulia Beck is a financial advisor at Davenport & Co. LLC. Julia has been in the industry since 1983. Julia is registered in 19 states and has a Series 7, Series 63, and Series 65 license. Julia specializes in financial planning, portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Julia is also a Certified Financial Planner. Julia is a member of The King's Daughters, a non-profit organization that fundraises for CHKD. Julia is committed to providing her clients with personalized financial advice and guidance.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
12b-1 fees and/or shareholder servicing fees
1
2
VA
02/02/2009 - Present
Davenport & Co. LLC (NORFOLK VA)
VA
02/21/2006 - 02/19/2009
CITIGROUP GLOBAL MARKETS INC. (VIRGINIA BEACH VA)
MD
12/08/1998 - 02/21/2006
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
MA
01/01/1998 - 12/23/1998
NATIONSBANC INVESTMENTS, INC. (BOSTON MA)
NA
06/07/1993 - 01/01/1998
NATIONSSECURITIES
MA
04/07/1992 - 06/07/1993
NATIONSBANC SECURITIES, INC. (BOSTON MA)
NY
01/01/1992 - 04/06/1992
NATIONSBANC CAPITAL MARKETS, INC. (NEW YORK NY)
NA
12/03/1985 - 01/01/1992
SOVRAN INVESTMENT CORPORATION
NA
03/22/1985 - 05/13/1985
E. F. HUTTON & COMPANY INC
NA
10/12/1982 - 12/20/1984
PAINE, WEBBER, JACKSON & CURTIS INC.
NA
11/01/1982 - 07/07/1983
PAINE, WEBBER, JACKSON & CURTIS INC.
NA
07/21/1982 - 12/28/1982
DEAN WITTER REYNOLDS INC.
IA
Issued 10/23/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/31/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/20/1982
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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