Julie Lesicki (CRD# 4889735) is an Investment Advisor Representative working at Horter Investment Management, LLC in Cincinnati, OH and has over 19 years of experience in the finance industry.
CRD# 6665238
U.s. Bancorp Investments, Inc.
CRD# 6208290
Fidelity Personal And Workplace Advisors
CRD# 2667585
Edward Jones
Company Name | Location | Dates | Years |
---|---|---|---|
Horter Investment Management, LLC | Cincinnati, OH | Jun 2015 - Current | 8 |
Safe Harbor | Philadelphia, PA | Nov 2009 - Current | 14 |
Foresters Equity | San Diego, CA | Oct 2011 - Jun 2015 | 3 |
Skin Palette Salon | Philadelphia, PA | Jul 2011 - Aug 2014 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Mar 2005 |
S65 | NASAA Investment Advisors Law Examination | Sep 2009 |
- PA
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Total Assets Under Management214MILLIONS
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Total Number of Accounts3,449ACCOUNTS
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Average Account Value$62,079
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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