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Julie Rich

Moran Wealth Management, LLC

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About Julie Rich

Julie Rich is a financial advisor with over 20 years of experience in the industry. Currently, Julie is an investment advisor representative with Moran Wealth Management, LLC, a firm with a focus on portfolio management for individuals and businesses. Julie previously worked with Wells Fargo Advisors Financial Network, LLC, Charles Schwab & Co., Inc. and SunTrust Investment Services, Inc. Julie holds the Series 7, 9, 10, 63, 65 and 66 securities licenses and the SIE exam. She is also a Certified Financial Planner.

Firm Information

Julie Rich is currently registered with Moran Wealth Management, LLC. Moran Wealth Management, LLC is a Naples, FL-based registered investment advisor with $4.27 billion in regulatory assets under management. The firm provides financial planning and portfolio management services to high-net-worth individuals, corporations, and other entities. They have 26 investment advisor representatives and serve a diverse clientele, including charitable organizations, pension and profit-sharing plans, and corporations or other businesses.
Moran Wealth Management, LLC

5801 PELICAN BAY BLVD, SUITE 110

NAPLES, FL 34108

$4.27B

Assets Under Management

4

Total Clients

29

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Julie Rich’s Registration & Firm History

FL

11/17/2022 - Present

Moran Wealth Management, LLC (NAPLES FL)

FL

08/28/2019 - 08/30/2022

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (NAPLES FL)

FL

05/04/2006 - 05/31/2019

CHARLES SCHWAB & CO., INC. (Fort Myers FL)

GA

10/07/2005 - 03/30/2006

SUNTRUST INVESTMENT SERVICES, INC. (ATLANTA GA)

NE

08/20/1999 - 03/09/2005

TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)

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Licenses & Designations

BOTH

Issued 05/20/2006

Series 66 - Uniform Combined State Law Examination

IA

Issued 08/30/2001

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/26/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/13/2000

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 09/22/2000

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/15/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Julie Rich. Review regulatory record here.
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