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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 Elaine Montgomery is a financial advisor with Beacon Pointe Advisors, LLC. Julie has been in the industry since 1998 and holds both Series 63 and 66 licenses. Previously, she worked with UBS Financial Services Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Julie's areas of specialization include portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. She also provides financial planning, pension consulting, educational seminars, and publication of periodicals.
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.
Strategic management for diversified investment portfolios.
Consulting services
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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2
TX
08/30/2023 - Present
Beacon Pointe Advisors, LLC (Dallas TX)
TX
04/23/2014 - 08/29/2023
UBS FINANCIAL SERVICES INC. (DALLAS TX)
TX
02/26/1998 - 04/14/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (DALLAS TX)
NY
10/20/1994 - 10/03/1995
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NA
09/14/1990 - 01/30/1991
FIRST FUNDS, INC.
TN
04/20/1987 - 05/10/1990
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
NA
03/20/1986 - 05/01/1987
E. F. HUTTON & COMPANY INC
BOTH
Issued 10/25/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/17/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/24/1998
Series 7 - General Securities Representative Examination
Active
Inactive
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