Julia Apodaca (CRD# 7111646) is an Investment Advisor Representative working at Narrow Path Financial Inc. in Fort Collins, CO and has over 2 years of experience in the finance industry.
CRD# 6262403
Raymond James & Associates, Inc.
CRD# 2896350
Ubs Financial Services Inc.
CRD# 5790901
Wells Fargo Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Narrow Path Financial, Inc. | 5313 N. County Rd. 11, CO | Feb 2021 - Current | 3 |
| Td Ameritrade | Fort Collins, CO | Apr 2019 - Jan 2021 | 1 |
| Studio Dnd | Fort Collins, CO | Nov 2016 - Aug 2020 | 3 |
| Tressie Boutique Fort Collins, Llc Dba Mklaren | Fort Collins, CO | Jun 2011 - Dec 2016 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Feb 2022 |
- CO
-
Total Assets Under Management40MILLIONS
-
Total Number of Accounts246ACCOUNTS
-
Average Account Value$162,001
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
CO
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