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Julie Anne Waitman

Verus Financial Partners

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About Julie Anne Waitman

Julie Anne Waitman is a Registered Investment Advisor with Verus Financial Partners. Julie has been working in the industry since 1994. Julie holds the Series 6, 7, 24, 53, 63 and 65 licenses. Julie has been with Verus Financial Partners since May 2012. Prior to that, Julie was a Registered Representative with Signet Financial Services, Inc. in Charlotte, NC. Julie currently serves on the investment committee for Westover Episcopal Church and has held this role since 2004. Julie's office is located at 9030 Stony Point Parkway, Suite 160 in Richmond, VA.

Firm Information

Julie Waitman is currently registered with Verus Financial Partners. Verus Financial Partners is a Registered Investment Advisor (RIA) based in Richmond, VA. The firm manages over $920 million in assets for a diverse client base, including high-net-worth individuals and other individuals. Verus provides financial planning and portfolio management services.
Verus Financial Partners

9030 STONY POINT PARKWAY

RICHMOND, VA 23235

$920.76M

Assets Under Management

Not reported

Total Clients

10

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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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 Waitman’s Registration & Firm History

VA

03/23/1998 - Present

Verus Financial Partners (RICHMOND VA)

NC

02/06/1994 - 02/17/1998

SIGNET FINANCIAL SERVICES,INC. (CHARLOTTE NC)

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Licenses & Designations

IA

Issued 06/27/1997

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/04/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/18/1997

Series 53 - Municipal Securities Principal Examination

BC

Issued 04/19/1996

Series 24 - General Securities Principal Examination

BC

Issued 07/28/1994

Series 7 - General Securities Representative Examination

BC

Issued 02/01/1994

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Julie Anne Waitman.
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