Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julie? Claim Your ProfileJulie Babcock is a financial advisor with Creative Planning, a firm that manages over $175 billion in assets. Julie has been in the financial services industry for over 20 years. She holds Series 7, 63, and 65 licenses, and has been registered with the state of Maryland as an investment advisor representative since July 2022. Creative Planning is a fee-only financial advisory firm, and Julie provides financial planning, portfolio management, and other advisory services to individuals, families, and businesses.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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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MD
12/20/2021 - Present
Creative Planning (Millersville MD)
DC
07/02/2008 - 12/13/2021
LOCKTON INVESTMENT SECURITIES, LLC (WASHINGTON DC)
DC
12/19/2007 - 07/02/2008
AIG FINANCIAL ADVISORS, INC. (WASHINGTON DC)
MD
06/04/2002 - 10/16/2007
PRINCOR FINANCIAL SERVICES CORPORATION (BETHESDA MD)
IA
Issued 10/13/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/03/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/31/2002
Series 7 - General Securities Representative Examination
Active
Inactive
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