Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julie? Claim Your ProfileJulie Turner is a financial advisor with Captrust, a firm based in Raleigh, North Carolina. Julie has been in the financial industry since 2013 and has a wide range of experience in various areas, including financial planning, portfolio management, and pension consulting. Julie holds several licenses, including Series 7, Series 6, Series 63, and Series 65. Julie is dedicated to providing personalized financial advice and helping clients achieve their financial goals.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
TX
01/04/2023 - Present
Captrust (San Antonio TX)
TX
10/27/2021 - 01/09/2023
MORGAN STANLEY (San Antonio TX)
TX
03/04/2013 - 08/03/2021
WELLS FARGO CLEARING SERVICES, LLC (WACO TX)
IA
Issued 10/05/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/12/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/21/2018
Series 7 - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/01/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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