Julia Reichard, financial advisor Charlottesville VA
90 score

Julia Reichard

CRD Number: 6027958
Current Firm: Raymond James Financial Services Advisors, Inc.

Julia Reichard (CRD# 6027958) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Charlottesville, VA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Raymond James Financial Services Advisors Inc. Charlottesville, VA Jan 2013 - Current 3
Raymond James Financial Services Charlottesville, VA Oct 2012 - Current 4
Dean & Masloff Financial Advisors Charlottesville, VA Feb 2012 - Current 4
Raymond James Financial Services Charlottsville, VA Feb 2012 - Oct 2012 < 1
Unemployed Charlottesville, VA Jun 2011 - Feb 2012 < 1
Unemployed Charlottesville, VA Dec 2010 - Jun 2011 < 1
Unemployed Newport News, VA Sep 2009 - Dec 2010 1
Unemployed Newport News, VA Jul 2009 - Sep 2009 < 1
Bethel Temple Church Hampton, VA Nov 2004 - Sep 2009 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2012
Contact Info for Julia J. Reichard
Phone Number: 727-567-5877
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    64,210
    MILLIONS
  • Total Number of Accounts
    224,839
    ACCOUNTS
  • Average Account Value
    $285,581
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
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)
  • 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, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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