Julie Devisser (CRD# 4562984) is an Investment Advisor Representative working at Lvz, Inc. in Holland, MI and has over 21 years of experience in the finance industry.
CRD# 6504831
Advisory Alpha, LLC
CRD# 4187403
Stewardship Trust Advisors
CRD# 2030049
Stewardship Trust Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lvz, Inc. | Holland, MI | Mar 2002 - Current | 22 |
| Harbour Investments, Inc. | Madison, WI | Mar 2017 - Jan 2020 | 2 |
| Next Financial Group Inc. | Holland, MI | Mar 2002 - Mar 2017 | 15 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2003 |
- MI
-
Total Assets Under Management875MILLIONS
-
Total Number of Accounts5,075ACCOUNTS
-
Average Account Value$172,344
- 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
- Selection of other advisers (including private fund managers)
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