Julie BabcockCRD Number: 4380020
Current Firm: Principal Securities, Inc.
Julie Babcock (CRD# 4380020) is an Investment Advisor Representative working at Principal Securities, Inc. in Bethesda, MD and has over 22 years of experience in the finance industry.
David Wealth Management, LLC
Equitable Advisors, LLC
Reframe Wealth, LLC
|Principal Securities Inc.||Bethesda, MD||Mar 2001 - Current||22|
|Princor Life Insurance Company||Bethesda, MD||Feb 2000 - Current||23|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 2001|
|S66||NASAA Uniform Combined State Law Examination||Dec 2004|
Total Assets Under Management9,417MILLIONS
Total Number of Accounts46,075ACCOUNTS
Average Account Value$204,381
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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