Julie BahrCRD Number: 3043047
Current Firm: Clayton Financial Group, LLC
Julie Bahr (CRD# 3043047) is an Investment Advisor Representative working at Clayton Financial Group, LLC in Saint Louis, MO and has over 16 years of experience in the finance industry. Julie Bahr 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.
Financial Planning Associates, Inc.
Cutter & Company, Inc.
Visionary Wealth Advisors, LLC
|Clayton Financial Group, LLC||Clayton, MO||Aug 2015 - Current||1|
|Moneta Group, LLC||Clayton, MO||Jul 2001 - Jul 2015||14|
|Moneta Group Investment Advisors, LLC||Clayton, MO||Jul 2001 - Jul 2015||14|
|Cambridge Investment Research, Inc.||Fairfield, IA||May 2004 - Mar 2007||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 1999|
|S65||NASAA Investment Advisors Law Examination||Jan 2002|
Total Assets Under Management393MILLIONS
Total Number of Accounts1,350ACCOUNTS
Average Account Value$291,324
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
FL, IL, LA, MA, MO, NH, TX