Julie Melton, financial advisor Opelika AL
88 score

Julie Melton

CRD Number: 6190809
Current Firm: Northwestern Mutual Investment Services,llc

Julie Melton (CRD# 6190809) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Opelika, AL and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Northwestern Mutual Wealth Management Company Milwaukee, WI Jan 2016 - Current < 1
Northwestern Mutual Investment Services, LLC Opelika, AL Mar 2014 - Current 2
Northwestern Mutual Life Insurance Company Milwaukee, WI Jun 2013 - Current 3
Northwestern Mutual Investment Services, LLC Opelika, AL Jan 2015 - Mar 2016 1
Merck & Company Inc. Auburn, AL Jan 2002 - Jun 2013 11
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2014
Contact Info for Julie H. Melton
Phone Number: 866-664-7737
Registered State(s):
  • AL
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Selection of other advisers (including private fund managers)
  • Other
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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