Julia GundersonCRD Number: 5539383
Current Firm: Vanguard Advisers Inc.
Julia Gunderson (CRD# 5539383) is an Investment Advisor Representative working at Vanguard Advisers Inc. in Malvern, PA and has over 2 years of experience in the finance industry.
Clothier Springs Capital Management, LLC
Triad Advisors, Inc.
Newbridge Wealth Management
|The Vanguard Group, Inc.||Malvern, PA||Jul 2014 - Current||2|
|Veritable, LP||Newtown Square, PA||Jun 2011 - Jun 2014||3|
|Navigant Consulting, Inc.||Philadelphia, PA||Nov 2009 - May 2011||1|
|Balfour Beatty Capital||Newtown Square, PA||Jun 2009 - Nov 2009||< 1|
|Villanova University||Villanova, PA||Aug 2006 - May 2009||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 2014|
Total Assets Under Management79,883MILLIONS
Total Number of Accounts546,930ACCOUNTS
Average Account Value$146,058
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
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