Julie Larocque (CRD# 5903245) is an Investment Advisor Representative working at Mma Securities LLC in Schaumburg, IL and has over 12 years of experience in the finance industry.
CRD# 1024799
Stifel, Nicolaus & Company, Incorporated
CRD# 2166498
Neuberger Berman Bd LLC
CRD# 4437589
Arete Wealth Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mma Agency LLC | Schaumburg, IL | Apr 2020 - Current | 4 |
| Mma Securities LLC | Schaumburg, IL | Apr 2020 - Current | 4 |
| Nfp Advisor Services | Austin, TX | Sep 2014 - Apr 2020 | 5 |
| Assurance Agengy | Schaumburg, IL | Jul 2014 - Apr 2020 | 5 |
| Financial Telesis Inc. | San Rafael, CA | Mar 2011 - Sep 2014 | 3 |
| Kensington International | Oak Brook, IL | May 2014 - Jul 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2012 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2023 |
- IL
- IN
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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