Julie Byrne, financial advisor Boone NC

Julie Byrne

CRD Number: 6793777
Current Firm: Credit Union Investment Services

Julie Byrne (CRD# 6793777) is an Investment Advisor Representative working at Credit Union Investment Services in Boone, NC and has over 6 years of experience in the finance industry. Julie Byrne has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

Similar Advisors
Jonathan Allen, financial advisor Boone NC
Jonathan C. Allen
CRD# 4752027
Allen Wealth Management, LLC
Similar Advisors
Toni Anderson, financial advisor Boone NC
Toni C. Anderson
CRD# 5699016
Edward Jones
Similar Advisors
Matthew Bagley, financial advisor Boone NC
Matthew W. Bagley
CRD# 2892227
Raymond James Financial Services Advisors, Inc.
Professional Designations
Company Name Location Dates Years
Credit Union Investment Services Raleigh, NC Sep 2017 - Current 6
Members Trust Company Tampa, FL Sep 2017 - Current 6
Secu Brokerage Services Raleigh, NC May 2017 - Current 6
Secu Life Insurance Company Raleigh, NC May 2017 - Current 6
State Employees' Credit Union Boone, NC Feb 2002 - Current 22
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2017
Contact Info for Julie A. Byrne
Phone Number: 800-451-5467
Firm Website: https://www.ncsecu.org/
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States

NC

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.