Julie Meyer, financial advisor Little Canada MN
93 score

Julie Meyer

CRD Number: 1171125
Current Firm: Cetera Advisor Networks LLC

Julie Meyer (CRD# 1171125) is an Investment Advisor Representative working at Cetera Advisor Networks LLC in Little Canada, MN and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Cetera Investment Services LLC Saint Cloud, MN Dec 2015 - Current 1
Cetera Advisor Networks LLC El Segundo, CA Dec 2015 - Current 1
Cetera Advisors LLC Denver, CO Dec 2015 - Current 1
Cetera Financial Specialists LLC Schaumburg, IL Dec 2015 - Current 1
First Allied Securities, Inc. San Diego, CA Dec 2015 - Current 1
Investors Capital Corp. Lynnfield, MA Dec 2015 - Current 1
Legend Equities Corporation Palm Beach Gardens, FL Dec 2015 - Current 1
Summit Brokerage Services, Inc. Boca Raton, FL Dec 2015 - Current 1
Girard Securities, Inc. San Diego, CA Dec 2015 - Current 1
Vsr Financial Services, Inc. Overland Pakr, KS Dec 2015 - Current 1
Cetera Advisor Networks LLC El Segundo, CA Dec 2015 - Dec 2015 < 1
Advanced Wealth Mgmt Group Minneapolis, MN Oct 2008 - Dec 2015 7
Financial Network El Segundo, CA Aug 2006 - Dec 2012 6
Swenson Anderson Financial Group Minneapolis, MN Jun 2004 - Oct 2008 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2007
Contact Info for Julie A. Meyer
Phone Number: 310-326-3100
Registered State(s):
  • MN
By the Numbers
  • Total Assets Under Management
    16,791
    MILLIONS
  • Total Number of Accounts
    70,113
    ACCOUNTS
  • Average Account Value
    $239,482
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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)
  • Educational seminars/workshops
Types of Clients
Registered States

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

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

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