Julie Fuller (CRD# 6039558) is an Investment Advisor Representative working at Money Concepts Advisory Service in Sidney, OH and has 1 year of experience in the finance industry.
CRD# 5441376
Park Avenue Securities LLC
CRD# 2714045
J.p. Morgan Securities LLC
CRD# 4482317
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Money Concepts Capital Corp. | Palm Beach Gardens, FL | May 2022 - Current | 1 |
| Boyer Financial Group, Inc. | Sidney, OH | May 2021 - Current | 2 |
| Julie E Fuller | Degraff, OH | Feb 2011 - May 2021 | 10 |
| Drt Precision Manufacturing LLC | Sidney, OH | Apr 2018 - Apr 2021 | 3 |
| Sidney Warehousing, Inc. | Sidney, OH | Feb 2004 - Apr 2018 | 14 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2023 |
- OH
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Total Assets Under Management2,904MILLIONS
-
Total Number of Accounts14,363ACCOUNTS
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Average Account Value$202,187
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other
VI
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