Julia Sheridan, financial advisor Boca Raton FL
93 score

Julia Sheridan

CRD Number: 3096955
Current Firm: Ameriprise Financial Services, Inc.

Julia Sheridan (CRD# 3096955) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Boca Raton, FL and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Ameriprise Financial Services Inc. Boca Raton, FL May 2016 - Current < 1
Lpl Financial LLC Panama City, FL Aug 2013 - Apr 2016 2
Unemployed Panama City Beach, FL May 2012 - Jul 2013 1
Ameriprise Financial Services, Inc. Plantation, FL Mar 2010 - May 2012 2
Richman Advisor Boca Raton, FL Nov 2007 - Mar 2010 2
Commonwealth Financial Network Waltham, MA Nov 2007 - Mar 2010 2
The Geo Group, Inc. Boca Raton, FL Aug 2005 - Oct 2007 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2010
Contact Info for Julia I. Sheridan
Phone Number: 612-671-3131
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    178,060
    MILLIONS
  • Total Number of Accounts
    1,085,445
    ACCOUNTS
  • Average Account Value
    $164,044
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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