Invested Better
Unclaimed

Unclaimed

Unclaimed

Julie Michelle Cavanagh

Quasar Distributors, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Julie? Claim Your Profile

About Julie Michelle Cavanagh

Julie Cavanagh is a financial advisor with over 7 years of experience in the industry. Julie is currently registered with Quasar Distributors, LLC, and is licensed in several states. She has a wide range of experience, having previously worked with firms including FOX CHASE CAPITAL PARTNERS, LLC, SC DISTRIBUTORS, LLC, BRIDGE CAPITAL ASSOCIATES, INC., ASCENDANT ALTERNATIVE STRATEGIES, LLC, and HATTERAS CAPITAL. Julie is dedicated to providing her clients with personalized financial advice and helping them achieve their financial goals.

Firm Information

Julie Cavanagh is currently registered with Quasar Distributors, LLC. Quasar Distributors, LLC is a Limited Liability Company formed on January 21, 2000. The firm is registered in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

96

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Julie Cavanagh’s Registration & Firm History

TX

06/01/2023 - Present

Quasar Distributors, LLC (Austin TX)

TX

07/22/2021 - 06/01/2023

FOX CHASE CAPITAL PARTNERS, LLC (AUSTIN TX)

CA

05/21/2019 - 02/13/2020

SC DISTRIBUTORS, LLC (NEWPORT BEACH CA)

GA

10/16/2018 - 05/22/2019

BRIDGE CAPITAL ASSOCIATES, INC. (NORCROSS GA)

TX

03/28/2017 - 09/17/2018

ASCENDANT ALTERNATIVE STRATEGIES, LLC (Austin TX)

NC

04/20/2015 - 02/15/2017

HATTERAS CAPITAL (RALEIGH NC)

Not sure if Julie Michelle Cavanagh is right for you?

Licenses & Designations

BOTH

Issued 05/18/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/17/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/20/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Julie Michelle Cavanagh.
Not sure if Julie Michelle Cavanagh is right for you?