Julie Evans (CRD# 4273516) is an Investment Advisor Representative working at Guardian Wealth Management Inc. in Peoria, IL and has over 23 years of experience in the finance industry.
CRD# 4746685
Rp Zeigler Investment Services
CRD# 1047258
Robert W. Baird & Company Incorporated
CRD# 3039582
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Purshe Kaplan Sterling Investments | Albany, NY | Jul 2013 - Current | 10 |
| Guardian Wealth Management, Inc. | Peoria, IL | Dec 2010 - Current | 13 |
| Summit Financial Advisors | Peoria, IL | Mar 1999 - Current | 25 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2000 |
| S66 | NASAA Uniform Combined State Law Examination | Sep 2006 |
- IL
-
Total Assets Under Management201MILLIONS
-
Total Number of Accounts303ACCOUNTS
-
Average Account Value$663,666
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
IL, TX
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