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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 Anderson is a financial advisor with Beacon Pointe Advisors, LLC. Julie is a registered investment advisor representative with a Series 66 license. Julie's primary office is located in Dallas, TX. Julie's work experience also includes previous roles with UBS Financial Services Inc. and Edward Jones. Julie's focus areas include financial planning, consulting services, and portfolio management for individuals, businesses, investment companies and pooled investment vehicles.
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
TX
08/31/2023 - Present
Beacon Pointe Advisors, LLC (Dallas TX)
TX
11/01/2011 - 08/29/2023
UBS FINANCIAL SERVICES INC. (DALLAS TX)
TX
11/15/2010 - 11/02/2011
EDWARD JONES (LONGVIEW TX)
TX
07/21/2010 - 11/05/2010
UBS FINANCIAL SERVICES INC. (TYLER TX)
TX
06/22/2009 - 06/10/2010
UBS FINANCIAL SERVICES INC. (TYLER TX)
BOTH
Issued 09/25/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/25/2018
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/19/2018
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/20/2009
Series 7 - General Securities Representative Examination
Active
Inactive
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