Julia McCrayCRD Number: 4498170
Current Firm: Schwab Private Client Investment Advisory, Inc.
Julia McCray (CRD# 4498170) is an Investment Advisor Representative working at Schwab Private Client Investment Advisory, Inc. in Phoenix, AZ and has over 14 years of experience in the finance industry. Julia McCray has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Householder Group Estate & Retirement Specialists
Newman's Financial Planning
Woodbury Financial Services, Inc.
|Charles Schwab & Company, Inc.||Phoenix, AZ||Feb 2014 - Current||3|
|Schwab Private Client Investment Advisory, Inc.||Phoenix, AZ||Feb 2014 - Current||3|
|Self Employed||Laveen, AZ||Sep 2013 - Current||3|
|The Vanguard Group, Inc.||Scottsdale, AZ||Jun 2013 - Jan 2014||< 1|
|Sagepoint Financial||Phoenix, AZ||Apr 2013 - Jun 2013||< 1|
|Usaa Financial Planning Services||Phoenix, AZ||Jun 2011 - Jan 2013||1|
|Usaa Financial Advisors, Inc.||Phoenix, AZ||Aug 2007 - Jan 2013||5|
|Usaa Life Insurance Company||Phoenix, AZ||Aug 2007 - Jun 2011||3|
|Usaa Investment Management Company||Phoenix, AZ||May 2004 - Jun 2011||7|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 2002|
|S65||NASAA Investment Advisors Law Examination||Nov 2006|
Total Assets Under Management67,823MILLIONS
Total Number of Accounts155,246ACCOUNTS
Average Account Value$436,876
- Financial planning services
- Portfolio management for individuals and/or small businesses
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