Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julie? Claim Your ProfileJulie Weddle is a financial advisor in Chattanooga, TN, with over 20 years of experience in the industry. Julie is currently registered with Acumen Wealth Advisors, LLC and has previously been registered with LPL FINANCIAL LLC, WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC, ROBERT W. BAIRD & CO. INCORPORATED, MORGAN STANLEY DW INC., PRUDENTIAL SECURITIES INCORPORATED and D.E. FREY & COMPANY, INC. Julie specializes in providing financial planning, portfolio management, and pension consulting services to individuals, high-net-worth individuals, charitable organizations, pension and profit-sharing plans, 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.
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.
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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TN
01/01/2025 - Present
Acumen Wealth Advisors, LLC (CHATTANOOGA TN)
TN
09/15/2021 - 01/23/2023
LPL FINANCIAL LLC (CHATTANOOGA TN)
TN
04/24/2018 - 09/17/2021
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (CHATTANOOGA TN)
GA
07/05/2005 - 04/17/2006
ROBERT W. BAIRD & CO. INCORPORATED (ALPHARETTA GA)
NY
04/20/2000 - 07/21/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
06/17/1998 - 05/03/2000
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
CO
02/11/1998 - 06/18/1998
D.E. FREY & COMPANY, INC. (DENVER CO)
IA
Issued 01/14/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/23/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/24/2018
Series 7 - General Securities Representative Examination
Active
Inactive
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