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Julie Ann Price

Advisory Services Network

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About Julie Ann Price

Julie Ann Price is a registered Investment Advisor Representative with Advisory Services Network, LLC. Julie has been in the financial services industry since 2006. Julie is licensed in Washington and has been with Advisory Services Network since 2013. Advisory Services Network, LLC is an SEC registered investment advisor firm based in Atlanta, Georgia. The firm provides financial planning and portfolio management services to individuals, corporations, and charitable organizations.

Firm Information

Julie Price is currently registered with Advisory Services Network. Advisory Services Network is a financial advisory firm headquartered in Atlanta, GA. The firm provides a range of financial services including financial planning, portfolio management for individuals, and selection of other advisors. The firm manages approximately $6.8 billion in assets for a diverse clientele including high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations, and individuals. The firm employs 86 licensed agents, 206 investment advisor representatives, and 14 registered representatives.
Advisory Services Network

6600 PEACHTREE DUNWOODY RD.

ATLANTA, GA 30328

$6.82B

Assets Under Management

44

Total Clients

213

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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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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Julie Price’s Registration & Firm History

WA

08/27/2018 - Present

Advisory Services Network (FEDERAL WAY WA)

WA

01/01/2008 - 03/06/2008

RUSSELL FUND DISTRIBUTORS, INC., PART OF RUSSELL INVESTMENTS (TACOMA WA)

WA

09/08/2006 - 01/01/2008

RUSSELL INSTITUTIONAL SERVICES INC., PART OF RUSSELL INVESTMENTS (TACOMA WA)

WA

07/19/2006 - 09/08/2006

RUSSELL IMPLEMENTATION SERVICES, INC. PART OF RUSSELL INVMT GRP (SEATTLE WA)

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Licenses & Designations

IA

Issued 07/12/2013

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/28/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/18/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Julie Ann Price.
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