Julie Kenrick (CRD# 2526224) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Reese, MI and has over 29 years of experience in the finance industry.
CRD# 1031068
Cwm, LLC
CRD# 5184145
Raymond James & Associates, Inc.
CRD# 3160022
Robert W. Baird & Company Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lakeside Wealth Management | Reese, MI | Oct 2015 - Current | 8 |
| Raymond James Financial Services Advisors, Inc. | Reese, MI | Sep 2010 - Current | 13 |
| Raymond James Financial Services, Inc. | Reese, MI | Apr 1996 - Current | 28 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1996 |
| S65 | NASAA Investment Advisors Law Examination | Jul 1994 |
- MI
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Total Assets Under Management275,430MILLIONS
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Total Number of Accounts985,117ACCOUNTS
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Average Account Value$279,591
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
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, WY
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