Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julie? Claim Your ProfileJulie Leidy Bradsher is a financial advisor with Avantax Advisory Services, a firm with a focus on providing financial planning and investment management services. Julie has been in the financial services industry since 2007 and is registered to provide services in multiple states. Julie is a Certified Financial Planner and holds the Series 66, Series 7 and SIE licenses. In addition to her work with Avantax, Julie is also involved with other financial services companies including BBG Financial Planning LLC and Lincoln National Life Insurance Company.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
VA
10/25/2019 - Present
Avantax Advisory Services (FALLS CHURCH VA)
VA
01/19/2007 - 10/25/2019
1ST GLOBAL CAPITAL CORP. (FALLS CHURCH VA)
BOTH
Issued 03/09/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/18/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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