Julie Vinar, financial advisor Atlanta GA
90 score

Julie Vinar

CRD Number: 6121147
Current Firm: Seix Investment Advisors LLC

Julie Vinar (CRD# 6121147) is an Investment Advisor Representative working at Seix Investment Advisors LLC in Atlanta, GA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Ridgeworth Distributors, LLC Atlanta, GA Nov 2012 - Current 4
Seix Investment Advisors LLC Atlanta, GA Nov 2004 - Current 12
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2013
Contact Info for Julie C. Vinar
Phone Number: 201-391-0300
Registered State(s):
  • GA
By the Numbers
  • Total Assets Under Management
    25,701
    MILLIONS
  • Total Number of Accounts
    190
    ACCOUNTS
  • Average Account Value
    $135,268,848
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
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, RI, SC, SD, TN, UT, VA, VI, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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