Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julie? Claim Your ProfileJulie Herres is an investment advisor representative with Turning Point Planning LLC. Julie has been in the financial services industry for over 10 years. Julie holds a Series 65 license. Julie provides financial planning, educational seminars, and portfolio management services to individuals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
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VA
04/12/2023 - Present
Turning Point Planning LLC (Bristow VA)
IA
Issued 12/20/2020
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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