Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julie? Claim Your ProfileJulie Fuller is a financial advisor with Captrust, a firm with over 100,000 clients and over $850 billion in assets under management. Julie is a Certified Financial Planner and has been working in the industry since 2005. Julie has a variety of experience in providing financial planning and investment management services to individuals, families, businesses, and institutions. She has a diverse set of specializations in retirement planning, college savings, estate planning, insurance planning, and tax planning. She is also skilled in providing financial education and consulting services to a variety of organizations.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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IA
11/22/2022 - Present
Captrust (West Des Moines IA)
IA
04/15/2011 - 11/17/2022
COMMONWEALTH FINANCIAL NETWORK (WEST DES MOINES IA)
IA
03/01/2010 - 04/18/2011
SECURITIES AMERICA, INC. (WEST DES MOINES IA)
BC
Issued 02/04/2010
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/17/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/26/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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