
Julia Reichard (CRD# 6027958) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Charlottesville, VA and has over 5 years of experience in the finance industry.
CRD# 3120641
Marotta Wealth Management, Inc.
Score
103
CRD# 1507379
Chase Investment Counsel Corporation
Score
103
CRD# 4624082
Piedmont Capital Asset Management LLC
Score
100
Company Name | Location | Dates | Years |
---|---|---|---|
Raymond James Financial Services Advisors Inc. | Charlottesville, VA | Jan 2013 - Current | 5 |
Raymond James Financial Services | Charlottesville, VA | Oct 2012 - Current | 5 |
Dean & Masloff | Charlottesville, VA | Feb 2012 - Current | 6 |
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
-
Total Assets Under Management81,239MILLIONS
-
Total Number of Accounts280,698ACCOUNTS
-
Average Account Value$289,416
- 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, WY
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 of 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.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
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.