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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 Crowe is an investment advisor representative with Captrust, a firm with over 850 billion dollars in assets under management. Julie has been in the industry since 1999. She has a wide range of experience in the financial services industry, having worked with several firms before joining Captrust. Julie is licensed to provide investment advisory services in North Carolina. Julie is passionate about helping clients achieve their financial goals. She is committed to providing personalized financial advice and building long-term relationships with her clients.
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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NC
04/13/2023 - Present
Captrust (RALEIGH NC)
NC
09/16/2021 - 12/05/2022
CETERA ADVISOR NETWORKS LLC (GREENSBORO NC)
NC
01/08/2018 - 10/08/2021
RAYMOND JAMES FINANCIAL SERVICES, INC. (CHAPEL HILL NC)
NC
07/26/2010 - 01/05/2018
CHARLES SCHWAB & CO., INC. (CHAPEL HILL NC)
NC
12/03/2004 - 06/10/2010
UBS FINANCIAL SERVICES INC. (CHAPEL HILL NC)
MO
05/08/2003 - 12/06/2004
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
CA
05/02/2001 - 05/10/2002
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
CA
06/15/1998 - 05/02/2001
WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)
IA
Issued 08/18/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/22/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/22/2012
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/03/2011
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/10/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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