Julie Alger, financial advisor Arlington VA

Julie Alger

CRD Number: 6208761
Current Firm: E*trade Capital Management, LLC

Julie Alger (CRD# 6208761) is an Investment Advisor Representative working at E*trade Capital Management, LLC in Arlington, VA and has over 7 years of experience in the finance industry.

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Reframe Wealth, LLC
Company Name Location Dates Years
E*trade Securities LLC Sandy, UT Jun 2021 - Current < 1
E*trade Capital Management LLC Sandy, UT Jun 2021 - Current < 1
Fidelity Investments Salt Lake City, UT Sep 2020 - Apr 2021 < 1
Morgan Stanley Chicago, IL Sep 2019 - Sep 2020 1
Extended Travel Chicago, IL Mar 2019 - Sep 2019 < 1
E*trade Securities LLC Chicago, IL Sep 2018 - Feb 2019 < 1
E*trade Capital Management, LLC Chicago, IL Sep 2018 - Feb 2019 < 1
E*trade Securities LLC Sandy, UT Oct 2017 - Sep 2018 < 1
E*trade Capital Management LLC Sandy, UT Oct 2017 - Sep 2018 < 1
E*trade Securities LLC Sandy, UT Aug 2017 - Oct 2017 < 1
E*trade Securities LLC Sandy, UT May 2014 - Aug 2017 3
Ameriprise Financial Sandy, UT Jun 2013 - May 2014 < 1
Zions Bank Sugarhouse, UT Jan 2013 - Jun 2013 < 1
Radisson Salt Lake City, UT Nov 2011 - Mar 2013 1
First National Bank Salt Lake City, UT May 2010 - Dec 2012 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2014
S66 NASAA Uniform Combined State Law Examination May 2018
Contact Info for Julie Alger
Phone Number: (703) 247-3700
Registered State(s):
  • UT
By the Numbers
  • Total Assets Under Management
    9,676
    MILLIONS
  • Total Number of Accounts
    78,360
    ACCOUNTS
  • Average Account Value
    $123,486
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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