Julie VinarCRD 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 9 years of experience in the finance industry.
Rollins Financial Advisors, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merit Financial Advisors
|Vp Distributors LLC||Atlanta, GA||Jun 2017 - Current||5|
|Seix Investment Advisors LLC||Atlanta, GA||Nov 2004 - Current||17|
|Ridgeworth Distributors, LLC||Atlanta, GA||Nov 2012 - Jun 2017||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2013|
Total Assets Under Management16,590MILLIONS
Total Number of Accounts124ACCOUNTS
Average Account Value$133,794,212
- A percentage of assets under your management
- Performance-based fees
- 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
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, TX, UT, VA, VI, VT, WA, WI, WV, WY
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