Julie WilsonCRD Number: 1351627
Current Firm: Benjamin F. Edwards & Company, Incorporated
Julie Wilson (CRD# 1351627) is an Investment Advisor Representative working at Benjamin F. Edwards & Company, Incorporated in Saint Louis, MO and has over 31 years of experience in the finance industry.
Financial Planning Associates, Inc.
Cutter & Company, Inc.
Carsonallaria Wealth Management, Ltd.
|Benjamin F Edwards & Company||Chattanooga, TN||Jun 2012 - Current||5|
|Ubs Financial Services Inc.||Chattanooga, TN||Jul 2011 - Jun 2012||< 1|
|Wachovia Securities, LLC||Chattanooga, TN||Jan 2008 - Jul 2011||3|
|A. G. Edwards & Sons, Inc.||Chattanooga, TN||Apr 2007 - Jan 2008||< 1|
|Wachovia Bank||Fort Oglethorpe, GA||Mar 2006 - Apr 2007||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 1986|
|S65||NASAA Investment Advisors Law Examination||May 1994|
|S66||NASAA Uniform Combined State Law Examination||Jun 2009|
Total Assets Under Management4,221MILLIONS
Total Number of Accounts17,796ACCOUNTS
Average Account Value$237,214
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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