Julie Haveman, financial advisor Grandville MI
93 score

Julie Haveman

CRD Number: 5478208
Current Firm: Royal Advisors, LLC

Julie Haveman (CRD# 5478208) is an Investment Advisor Representative working at Royal Advisors, LLC in Grandville, MI and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Royal Securities C O Grandville, MI May 2007 - Current 9
Self-employed Byron Center, MI Sep 1995 - May 2007 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2008
S66 NASAA Uniform Combined State Law Examination Dec 2008
Contact Info for Julie S. Haveman
Phone Number: 616-538-2550
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    217
    MILLIONS
  • Total Number of Accounts
    1,702
    ACCOUNTS
  • Average Account Value
    $127,440
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States

MI

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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