Julie Pedersen-Mcdevitt (CRD# 4217525) is an Investment Advisor Representative working at Voya Retirement Advisors, LLC in Portland, OR and has over 10 years of experience in the finance industry.
CRD# 5807693
The H Group Washington, Inc.
CRD# 1053785
Securities America Advisors, Inc.
CRD# 2279233
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Voya Retirement Advisors | Portland, OR | Nov 2018 - Current | 5 |
| Voya Financial Advisors, Inc. | Portland, OR | Jun 2018 - Current | 5 |
| Arcadia Settlements | Greenwood Village, CO | Sep 2017 - Jun 2018 | < 1 |
| Unemployed | Lake Oswego, OR | Apr 2017 - Sep 2017 | < 1 |
| Aldrich Wealth Advisors, LP | Lake Oswego, OR | Oct 2013 - Apr 2017 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Dec 2013 |
| S63 | Uniform Securities State Law Examination | Oct 2018 |
- OR
-
Total Assets Under Management27,041MILLIONS
-
Total Number of Accounts11,767ACCOUNTS
-
Average Account Value$2,298,015
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.