Julie Trudeau (CRD# 6784408) is an Investment Advisor Representative working at Primerica Advisors in Meridian, ID and has over 6 years of experience in the finance industry.
CRD# 5366550
Edward Jones
CRD# 6489237
American Independent Securities Group, LLC
CRD# 5263358
Libra Wealth LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Stewart & Associates P.a. | Meridian, ID | Nov 2020 - Current | 3 |
| Pfs Investments Inc. | Meridian, ID | Oct 2017 - Current | 6 |
| Primerica Financial Services | Meridian, ID | Jul 2016 - Current | 7 |
| Jaime Redfern | Boise, ID | Jan 2015 - Sep 2016 | 1 |
| Kristi Murphy | Boise, ID | May 2014 - May 2015 | 1 |
| Rodney Parks | Meridian, ID | Dec 2014 - Jan 2015 | < 1 |
| Doug Lupsha | Boise, ID | Sep 2014 - Dec 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2017 |
| S65 | NASAA Investment Advisors Law Examination | Sep 2018 |
- ID
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Total Assets Under Management8,462MILLIONS
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Total Number of Accounts59,808ACCOUNTS
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Average Account Value$141,486
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
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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