Julie AlgerCRD 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.
David Wealth Management, LLC
Equitable Advisors, LLC
Reframe Wealth, LLC
|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|
Total Assets Under Management9,676MILLIONS
Total Number of Accounts78,360ACCOUNTS
Average Account Value$123,486
- A percentage of assets under your management
- 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
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
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.