Julie Matulia (CRD# 5248022) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Peachtree City, GA and has over 17 years of experience in the finance industry.
CRD# 4194526
Synovus Securities, Inc.
CRD# 5694281
Truist Advisory Services, Inc.
CRD# 4148297
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Osaic Wealth Inc. | Peachtree City, GA | Dec 2023 - Current | < 1 |
| Guardian Life Insurance Co Of America | Peachtree City, GA | Feb 2013 - Current | 11 |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | Aug 2014 - Dec 2023 | 9 |
| Cambridge Investment Research, Inc. | Fairfield, IA | Aug 2014 - Dec 2023 | 9 |
| Park Avenue Securities LLC | Peachtree City, GA | Feb 2013 - Aug 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2007 |
| S66 | NASAA Uniform Combined State Law Examination | Dec 2008 |
- GA
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Total Assets Under Management94,558MILLIONS
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Total Number of Accounts437,201ACCOUNTS
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Average Account Value$216,280
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- 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, VI, VT, WA, WI, WV, WY
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