Julie FisherCRD Number: 3128665
Current Firm: Rbc Capital Markets, LLC
Julie Fisher (CRD# 3128665) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Saint Petersburg, FL and has over 12 years of experience in the finance industry.
Gavin Management Group, Inc.
The Financial Well, Inc.
Gator Capital Management, LLC
|Rbc Capital Markets Corporation||St. Petersburg, FL||Mar 2008 - Current||9|
|Rbc Dain Rauscher Inc.||Minneapolis, MN||Feb 2004 - Mar 2008||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jul 2005|
Total Assets Under Management76,274MILLIONS
Total Number of Accounts192,243ACCOUNTS
Average Account Value$396,757
- A percentage of assets under your management
- 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