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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 Lynne Faas is a financial advisor at Intrepid Financial Planning Group, LLC, an investment advisory firm headquartered in Carmel, Indiana. Julie has been in the industry since October 1999 and is registered as an Investment Advisor Representative in Indiana. Julie obtained her Series 65 license in March 2002. Julie specializes in working with individuals and has experience managing portfolios for high-net-worth individuals and families. Julie is dedicated to providing personalized financial planning and investment management services to 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.
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.
A percentage of the total value of assets under management is charged.
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IN
04/01/2002 - Present
Intrepid Financial Planning Group, LLC (INDIANAPOLIS IN)
IA
Issued 03/20/2002
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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