Julia Galbraith (CRD# 6497364) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Corpus Christi, TX and has over 8 years of experience in the finance industry.
CRD# 6713927
Edward Jones
CRD# 4385180
Missionsquare Retirement
CRD# 858040
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Securities America, Inc. | Corpus Christi, TX | Sep 2017 - Current | 6 |
| Securities America Advisors | Corpus Christi, TX | Sep 2017 - Current | 6 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Corpus Christi, TX | May 2015 - Jun 2017 | 2 |
| Bank Of America, N.a. | Corpus Christi, TX | May 2015 - Jun 2017 | 2 |
| Unemployed | Corpus Christi, TX | Jan 2015 - Apr 2015 | < 1 |
| Texas State Aquarium | Corpus Christi, TX | May 1993 - Dec 2014 | 21 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2015 |
- TX
-
Total Assets Under Management40,420MILLIONS
-
Total Number of Accounts211,150ACCOUNTS
-
Average Account Value$191,430
- 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
- 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
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
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