Julie CarpenterCRD Number: 6213555
Current Firm: Usaa Financial Planning Services
Julie Carpenter (CRD# 6213555) is an Investment Advisor Representative working at Usaa Financial Planning Services in Phoenix, AZ and has over 4 years of experience in the finance industry.
Householder Group Estate & Retirement Specialists
Woodbury Financial Services, Inc.
Triad Advisors, Inc.
|Usaa Financial Advisors, Inc.||Phoenix, AZ||Aug 2014 - Current||3|
|Usaa Financial Planning Services||Phoenix, AZ||Aug 2014 - Current||3|
|First Financial Equity Corporation||Surprise, AZ||Jun 2013 - Aug 2014||1|
|Litchfield Elementary School District||Litchfield Park, AZ||Oct 2011 - May 2013||1|
|Fowler School District||Phoenix, AZ||Nov 2011 - Jan 2013||1|
|Ogden School District||Ogden, UT||Jan 2010 - May 2012||2|
|Weber School District||Ogden, UT||Jan 2011 - Feb 2011||< 1|
|Us Marine Corps Reserve||Kansas City, MO||Dec 1996 - Dec 2009||13|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2013|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Financial planning services
- 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