Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julia? Claim Your ProfileJulia Monroe is a financial advisor with Sanctuary Advisors, LLC. Julia has been in the industry since 2003 and has a strong background in retirement planning and wealth management. Julia holds Series 7 and Series 63 licenses, and is also a Certified Financial Planner. In addition to her role at Sanctuary Advisors, Julia is also the owner of Monroe Financial Group, LLC, a full-service financial advisory firm. Julia has a passion for helping her clients achieve their financial goals and believes in building strong relationships with her clients.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
SC
01/06/2023 - Present
Sanctuary Advisors, LLC (COLUMBIA SC)
SC
01/12/2012 - 05/24/2023
RAYMOND JAMES FINANCIAL SERVICES, INC. (COLUMBIA SC)
SC
07/14/2006 - 01/13/2012
MORGAN KEEGAN & COMPANY, INC. (COLUMBIA SC)
SC
01/14/2003 - 07/19/2006
FIRST ALLIED SECURITIES, INC. (LEXINGTON SC)
BC
Issued 02/18/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/13/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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