Julia Reichard (CRD# 6027958) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Charlottesville, VA and has over 4 years of experience in the finance industry.
CRD# 3120641
Marotta Wealth Management, Inc.
Score
103
CRD# 1507379
Chase Investment Counsel Corporation
Score
103
CRD# 4831926
Cypress Financial Planning
Score
100
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Raymond James Financial Services Advisors Inc. | Charlottesville, VA | Jan 2013 - Current | 4 |
| Raymond James Financial Services | Charlottesville, VA | Oct 2012 - Current | 4 |
| Dean & Masloff Financial Advisors | Charlottesville, VA | Feb 2012 - Current | 5 |
| 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 |
- VA
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Total Assets Under Management64,210MILLIONS
-
Total Number of Accounts224,839ACCOUNTS
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Average Account Value$285,581
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- 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
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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