Julie TaylorCRD Number: 3152363
Current Firm: Valmark Advisers, Inc.
Julie Taylor (CRD# 3152363) is an Investment Advisor Representative working at Valmark Advisers, Inc. in Pepper Pike, OH and has over 9 years of experience in the finance industry.
Strategic Wealth Partners, Ltd.
Summit Wealth Partners, LLC
|Valmark Advisers, Inc.||Akron, OH||Mar 2016 - Current||1|
|Valmark Securities, Inc.||Akron, OH||Feb 2016 - Current||1|
|Resource Strategies||Pepper Pike, OH||Feb 2016 - Current||1|
|Cetera Advisors LLC||El Segundo, CA||Jan 2013 - Feb 2016||3|
|Millennial Group||Akron, OH||Feb 2011 - Feb 2016||5|
|Multi-financial Securities Corporation||El Segundo, CA||Feb 2011 - Dec 2012||1|
|New York Life Insurance Company||Lakewood, OH||Jun 2009 - Jan 2011||1|
|Unemployed||N/a, OH||Dec 2008 - Jun 2009||< 1|
|Ubs Financial Services Inc.||Hudson, OH||Feb 2007 - Dec 2008||1|
|Mcdonald Investments Inc.||Hudson, OH||Nov 1998 - Feb 2007||8|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||May 2007|
Total Assets Under Management4,934MILLIONS
Total Number of Accounts8,706ACCOUNTS
Average Account Value$566,729
- 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 investment companies (as well as "business development companies")
- 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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