Julie BommaritoCRD Number: 2978666
Current Firm: U.s. Bancorp Investments, Inc.
Julie Bommarito (CRD# 2978666) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Saint Charles, MO and has over 19 years of experience in the finance industry.
Financial Planning Associates, Inc.
Cutter & Company, Inc.
Visionary Wealth Advisors, LLC
|U.s. Bancorp Investments, Inc.||Chesterfield, MO||Dec 2012 - Current||4|
|Edward Jones||Saint Louis, MO||Jul 2007 - Dec 2012||5|
|Vantage Credit Union||Bridgeton, MO||Oct 2002 - Jul 2007||4|
|Sws Financial Services||Bridgeton, MO||Oct 1997 - Jul 2007||9|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 1998|
|S65||NASAA Investment Advisors Law Examination||Mar 2013|
Total Assets Under Management5,065MILLIONS
Total Number of Accounts24,670ACCOUNTS
Average Account Value$205,313
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- 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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV