Julie VogtCRD Number: 1330159
Current Firm: Morgan Stanley
Julie Vogt (CRD# 1330159) is an Investment Advisor Representative working at Morgan Stanley in Cedar Rapids, IA and has over 28 years of experience in the finance industry.
Nations Financial Group, Inc.
Raymond James Financial Services Advisors, Inc.
|Morgan Stanley Private Bank, National Association||New York, NY||Jan 2015 - Current||2|
|Morgan Stanley Smith Barney LLC||Cedar Rapids, IA||Jun 2009 - Current||8|
|Morgan Stanley & Company, Incorporated||Des Moines, IA||Apr 2008 - Jun 2009||1|
|Wachovia Securities, LLC||Cedar Rapids, IA||Jan 2008 - Apr 2008||< 1|
|A.g. Edwards & Sons, Inc.||Cedar Rapids, IA||Jun 2001 - Jan 2008||6|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 1989|
Total Assets Under Management535,890MILLIONS
Total Number of Accounts1,563,538ACCOUNTS
Average Account Value$342,742
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
- Educational seminars/workshops
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, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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