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Julina Lee Ogilvie

Principle Wealth

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About Julina Lee Ogilvie

Julina Ogilvie is a financial advisor with Principle Wealth, a firm that provides financial planning and investment management services. Julina has been in the financial services industry since 1997 and has experience working at J.P. Morgan Institutional Investments Inc. and Lord Abbett Distributor LLC. Julina is registered with the state of Connecticut as an Investment Advisor Representative.

Firm Information

Julina Ogilvie is currently registered with Principle Wealth. Principle Wealth, located in Madison, CT, is an investment advisor specializing in financial planning, pension consulting, and portfolio management for individuals and corporations. The firm manages approximately $2.2 billion in assets for 3,356 clients, including high-net-worth individuals, corporations, pension and profit-sharing plans, and charitable organizations.
Principle Wealth

670 BOSTON POST ROAD

MADISON, CT 06443

$2.22B

Assets Under Management

Not reported

Total Clients

15

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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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Julina Ogilvie’s Registration & Firm History

CT

04/17/2020 - Present

Principle Wealth (Westport CT)

NY

08/17/2011 - 04/20/2020

J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (NEW YORK NY)

NJ

11/18/1997 - 07/27/2011

LORD ABBETT DISTRIBUTOR LLC (JERSEY CITY NJ)

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Licenses & Designations

IA

Issued 03/07/2005

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 12/16/1997

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/15/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Julina Lee Ogilvie.
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