Julie Regan (CRD# 2241877) is an Investment Advisor Representative working at Edward Jones in O'Neill, NE and has over 31 years of experience in the finance industry.
CRD# 6240376
Cetera Investment Advisers LLC
CRD# 5098800
Edward Jones
CRD# 4937261
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Edward Jones | St Louis, MO | Aug 2019 - Current | 4 |
| Pinnacle Wealth Management | O'neill, NE | Apr 2005 - Aug 2019 | 14 |
| Linsco/private Ledger Corp | O'neill, NE | Mar 2005 - Aug 2019 | 14 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1992 |
| S65 | NASAA Investment Advisors Law Examination | Oct 1999 |
- NE
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Total Assets Under Management692,248MILLIONS
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Total Number of Accounts4,749,388ACCOUNTS
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Average Account Value$145,755
- A percentage of assets under your management
- Other
- 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)
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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