Julie Williamson (CRD# 6144363) is an Investment Advisor Representative working at Williamson Advisory Services, Inc. in Sandy Springs, GA and has over 11 years of experience in the finance industry.
CRD# 7069825
Beacon Global Advisor Network, LLC
CRD# 5338514
Rollins Financial Advisors, LLC
CRD# 5822473
Rockefeller Capital Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Williamson Advisory Services, Inc. | Atlanta, GA | Feb 2012 - Current | 12 |
| The Seaman's Church Institute Of New York And New Jersey | New York, NY | Sep 2008 - Dec 2014 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Feb 2013 |
- GA
-
Total Assets Under Management106MILLIONS
-
Total Number of Accounts94ACCOUNTS
-
Average Account Value$1,130,464
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Pension consulting services
GA
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