Julie GeraciCRD Number: 1973526
Current Firm: Thornburg Investment Management Inc.
Julie Geraci (CRD# 1973526) is an Investment Advisor Representative working at Thornburg Investment Management Inc. in Santa Fe, NM and has over 27 years of experience in the finance industry.
Santa Fe Advisors LLC
Raymond James Financial Services Advisors, Inc.
Lpl Financial LLC
|Thornburg Securities Corp.||Santa Fe, NM||Jan 2007 - Current||10|
|Thornburg Investment Management||Santa Fe, NM||Oct 2001 - Jan 2007||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 1989|
|S65||NASAA Investment Advisors Law Examination||Mar 2011|
Total Assets Under Management54,858MILLIONS
Total Number of Accounts5,091ACCOUNTS
Average Account Value$10,775,486
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
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