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Julia Clair Francis

Gateway Financial

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About Julia Clair Francis

Julia Clair Francis is an investment advisor representative with Gateway Financial, based in NORTHFIELD, OH. Julia is registered with the state of Ohio. Julia has been in the financial services industry since 2017. She has experience with a variety of firms including MML INVESTORS SERVICES, LLC, FIRST COMMAND FINANCIAL PLANNING, INC., and AXA ADVISORS, LLC. Julia holds Series 63 and 65 securities licenses and has obtained the SIE and Series 7 licenses as well. Julia and Gateway Financial provide financial planning, pension consulting, selection of other advisors, and portfolio management for individuals.

Firm Information

Julia Francis is currently registered with Gateway Financial. Gateway Financial is an investment advisor that provides financial planning, pension consulting, and portfolio management services to individuals, high-net-worth individuals, and pension and profit-sharing plans. The firm has approximately $23.65 million in regulatory assets under management and is registered with the SEC.

$23.65M

Assets Under Management

3

Total Clients

1

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Julia Francis’s Registration & Firm History

GA

08/26/2024 - Present

Gateway Financial (Columbus GA)

NC

10/28/2021 - 03/16/2022

MML INVESTORS SERVICES, LLC (RALEIGH NC)

NC

06/04/2018 - 11/07/2019

FIRST COMMAND FINANCIAL PLANNING, INC. (FAYETTEVILLE NC)

TX

11/18/2017 - 05/23/2018

AXA ADVISORS, LLC (HOUSTON TX)

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Licenses & Designations

IA

Issued 02/06/2024

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/14/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/18/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Julia Clair Francis.
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