Julie Lucas (CRD# 6927075) is an Investment Advisor Representative working at Edward Jones in Fayette, AL and has over 2 years of experience in the finance industry.
CRD# 4799781
Ameriprise Financial Services, LLC
CRD# 5533578
Ameriprise Financial Services, LLC
CRD# 5244632
Stifel, Nicolaus & Company, Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Edward Jones | St Louis, MO | Nov 2021 - Current | 2 |
| Rodan And Fields | San Francisco, CA | Apr 2015 - Current | 9 |
| Edward Jones | Fayette, AL | Mar 2018 - Nov 2021 | 3 |
| Rodney Tittle, Dmd | Winfield, AL | Jul 2016 - Mar 2018 | 1 |
| Unemployed | Winfield, AL | Mar 2016 - Jul 2016 | < 1 |
| Northwest Medical Center | Winfield, AL | Feb 2006 - Mar 2016 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2022 |
- AL
- TX
-
Total Assets Under Management692,248MILLIONS
-
Total Number of Accounts4,749,388ACCOUNTS
-
Average Account Value$145,755
- A percentage of assets under your management
- 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)
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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