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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julie? Claim Your ProfileJulie Christina Parham is a financial advisor at Truist Advisory Services, Inc. Julie has been working in the financial industry since 2010 and holds a Series 65 license. Julie is registered in California and offers investment advisory services. Julie's firm, Truist Advisory Services, Inc., manages approximately $61,370,000,000 in assets.
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.
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.
Wrap fee product and financial profiling services using desktop software
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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CA
08/15/2023 - Present
Truist Advisory Services, Inc. (DEL MAR CA)
IA
Issued 12/30/2020
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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