Julia Monroe (CRD# 4592993) is an Investment Advisor Representative working at Sanctuary Advisors, LLC in Columbia, SC and has over 21 years of experience in the finance industry. Julia Monroe has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2105773
Janney Montgomery Scott LLC
CRD# 6152328
Independent Advisor Alliance, LLC
CRD# 2596320
Davinci Financial Designs
Company Name | Location | Dates | Years |
---|---|---|---|
Monroe Financial Group | Columbia, SC | Feb 2023 - Current | 1 |
Sanctuary Advisors LLC | Columbia, SC | Jan 2023 - Current | 1 |
Sanctuary Securities, Inc. | Columbia, SC | Jan 2023 - Current | 1 |
Apache Partners, LLC | Campobello, SC | Feb 2019 - Current | 5 |
Apache Partners, LLC | Campobello, SC | Feb 2019 - Current | 5 |
Dog On It, LLC | Columbia, SC | Aug 2018 - Current | 5 |
Raymond James Financial Services Advisors Inc. | Columbia, SC | Mar 2012 - May 2023 | 11 |
Raymond James Financial Services | Columbia, SC | Jan 2012 - May 2023 | 11 |
Monroe Financial Group, LLC | Columbia, SC | Jan 2012 - May 2023 | 11 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Feb 2003 |
- SC
- TX
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Total Assets Under Management22,024MILLIONS
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Total Number of Accounts49,099ACCOUNTS
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Average Account Value$448,569
- A percentage of assets under your management
- Hourly charges
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- 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
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