Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julie? Claim Your ProfileJulie Lynn Johnson is an Investment Advisor Representative with Beacon Pointe Advisors, LLC located in Newport Beach, California. Julie has over 15 years of experience in the financial services industry and has held positions with a number of firms, including SunAmerica Capital Services, Inc., MetLife Investors Distribution Company, and Capital Brokerage Corporation. Julie specializes in providing financial planning, portfolio management, and investment advisory services to individuals, families, businesses, and institutions. Julie is also a licensed insurance agent and provides insurance products to 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.
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
CA
10/17/2011 - Present
Beacon Pointe Advisors, LLC (NEWPORT BEACH CA)
CA
07/13/2011 - 12/04/2012
PURSHE KAPLAN STERLING INVESTMENTS (NEWPORT BEACH CA)
NJ
08/02/2007 - 02/26/2009
SUNAMERICA CAPITAL SERVICES, INC. (JERSEY CITY NJ)
NY
05/10/2005 - 08/02/2007
METLIFE INVESTORS DISTRIBUTION COMPANY (NEW YORK CITY NY)
VA
07/23/2004 - 05/10/2005
CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)
CT
07/23/2004 - 07/23/2004
GE INVESTMENT DISTRIBUTORS, INC (STAMFORD CT)
NY
09/30/2003 - 06/16/2004
GUARDIAN INVESTOR SERVICES LLC (NEW YORK NY)
CT
10/10/2001 - 08/05/2003
PHOENIX EQUITY PLANNING CORPORATION (HARTFORD CT)
IA
Issued 10/14/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/30/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/09/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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