Julie Parham (CRD# 4465301) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Del Mar, CA and has over 3 years of experience in the finance industry.
CRD# 2730478
Madison Avenue Securities, LLC
CRD# 5621865
Lpl Financial LLC
CRD# 5084834
The Wealth Consulting Group
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Truist Advisory Services, Inc. | Del Mar, CA | Nov 2020 - Current | 3 |
| Bb&t Securities | Richmond, VA | Apr 2019 - Oct 2020 | 1 |
| Active Job Search | Richmond, VA | Feb 2019 - Mar 2019 | < 1 |
| Dynamic Brands | Richmond, VA | Nov 2015 - Jan 2019 | 3 |
| Proactive Information Management | Ashland, VA | Jan 2015 - Nov 2015 | < 1 |
| Clubcorp Dba Stonehenge Golf & Country Club | North Chesterfield, VA | Aug 2010 - Jan 2015 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Dec 2020 |
- CA
-
Total Assets Under Management61,370MILLIONS
-
Total Number of Accounts124,201ACCOUNTS
-
Average Account Value$494,117
- A percentage of assets under your management
- 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
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- 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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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