Juliet Magee (CRD# 6686850) is an Investment Advisor Representative working at Centaurus Financial, Inc. in Leesburg, VA and has over 3 years of experience in the finance industry. Juliet Magee has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4092356
David Wealth Management, LLC
CRD# 2247685
Equitable Advisors, LLC
CRD# 5969842
Reframe Wealth, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Centaurus Financial Inc. | Anaheim, CA | Feb 2023 - Current | 1 |
| Cambridge Investment Research Advisors Inc. | Fairfield, IA | Feb 2021 - Feb 2023 | 2 |
| Cambridge Investment Research Inc. | Fairfield, IA | Oct 2020 - Feb 2023 | 2 |
| Cambridge Investment Research - Christopher Gordon | Annapolis, MD | Dec 2019 - Feb 2023 | 3 |
| Cambridge Investment Research Inc. | Fairfield, IA | Jul 2016 - Feb 2023 | 6 |
| Wms Partners | Towson, MD | Aug 2019 - Dec 2019 | < 1 |
| Towson University - Honors College | Towson, MD | Aug 2018 - May 2019 | < 1 |
| Cambridge Investment Research - Christopher Gordon | Annapolis, MD | Jun 2018 - Aug 2018 | < 1 |
| Unemployed - International Studies Abroad | Shanghai, | Feb 2018 - Jun 2018 | < 1 |
| Cambridge Investment Research - Christopher Gordon | Annapolis, MD | Dec 2017 - Feb 2018 | < 1 |
| Towson University - Honors College | Towson, MD | Aug 2017 - Dec 2017 | < 1 |
| Cambridge Investment Research - Christopher Gordon | Annapolis, MD | May 2017 - Aug 2017 | < 1 |
| Cambridge Investment Research - Christopher Gordon | Annapolis, MD | Dec 2016 - Jan 2017 | < 1 |
| Lincoln National Group Transition Cambridge Investment Research | Annapolis, MD | Jun 2016 - Aug 2016 | < 1 |
| Bruster's Annapolis | Annapolis, MD | Jul 2015 - Mar 2016 | < 1 |
| Unemployed | Annapolis, MD | Oct 2010 - Jun 2015 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2021 |
- MD
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Total Assets Under Management5,212MILLIONS
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Total Number of Accounts30,814ACCOUNTS
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Average Account Value$169,144
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Market timing services
- Educational seminars/workshops
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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