Julie KurlandCRD Number: 6201313
Current Firm: Voya Financial Advisors, Inc.
Julie Kurland (CRD# 6201313) is an Investment Advisor Representative working at Voya Financial Advisors, Inc. in Overland Park, KS and has over 2 years of experience in the finance industry.
Nextgen Wealth, LLC
Freedom Wealth Advisors, LLC
Searcy Financial Services, Inc.
|Simmons Wealth Management||Overland Park, KS||Jan 2015 - Current||1|
|Voya Financial Advisors||Overland Park, KS||Sep 2014 - Current||2|
|Ing Financial Partners, Inc.||Overland Park, KS||Jul 2013 - Sep 2014||1|
|Merck & Company, Inc.||Lansdale, PA||Apr 2003 - Aug 2014||11|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2013|
Total Assets Under Management9,298MILLIONS
Total Number of Accounts59,441ACCOUNTS
Average Account Value$156,432
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, VT, WA, WI, WV