Julie Guest (CRD# 7309484) is an Investment Advisor Representative working at Shining Rock Advisors LLC in Alexander, NC and has over 5 years of experience in the finance industry.
CRD# 7008925
Edward Jones
CRD# 2883544
Beacon Pointe Advisors, LLC
CRD# 5864228
Credit Union Investment Services
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Shining Rock Advisors LLC | Arden, NC | Sep 2020 - Current | 3 |
| Alfie Management LLC | Asheville, NC | Feb 2018 - Sep 2020 | 2 |
| C&n Productions | Santa Monica, CA | Jan 2016 - Dec 2017 | 1 |
| David Alper, J.d. | Santa Monica, CA | Feb 2014 - Nov 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jan 2019 |
- CA
- NC
-
Total Assets Under Management161MILLIONS
-
Total Number of Accounts65ACCOUNTS
-
Average Account Value$2,471,445
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
CA, NC
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