linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Julie Ann Hein

L. ROY Papp & Associates, LLP

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Julie? Claim Your Profile

About Julie Ann Hein

Julie Ann Hein is an investment advisor representative at L. Roy Papp & Associates, LLP. Julie has been with L. Roy Papp & Associates, LLP since June 1990. Julie is registered with the state of Arizona. Julie holds the Series 65 license, which she obtained in November 2004. L. Roy Papp & Associates, LLP is headquartered in Phoenix, Arizona. They specialize in providing portfolio management services for individuals, businesses, and investment companies. L. Roy Papp & Associates, LLP also offers pension consulting services.

Firm Information

Julie Hein is currently registered with L. ROY Papp & Associates, LLP. L. ROY Papp & Associates, LLP is an investment advisor located in Phoenix, Arizona. The firm provides portfolio management services to individuals, businesses, investment companies, and pooled investment vehicles. They also offer pension consulting services. L. ROY Papp & Associates, LLP has approximately $1.5 billion in regulatory assets under management and serves a variety of client types, including high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans.
L. ROY Papp & Associates, LLP

2201 E. CAMELBACK ROAD

PHOENIX, AZ 85016

$1.53B

Assets Under Management

Not reported

Total Clients

12

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.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

portfolio management for investment companies

Strategic management for diversified investment portfolios.

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.

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Julie Hein’s Registration & Firm History

AZ

11/23/2004 - Present

L. ROY Papp & Associates, LLP (PHOENIX AZ)

Not sure if Julie Ann Hein is right for you?

Licenses & Designations

IA

Issued 11/09/2004

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Julie Ann Hein.
Not sure if Julie Ann Hein is right for you?