Julie RileyCRD Number: 4582884
Current Firm: Raymond James & Associates, Inc.
Julie Riley (CRD# 4582884) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Tavares, FL and has over 9 years of experience in the finance industry.
Ameriprise Financial Services, Inc.
Alconbury Trust L.l.c
Royal Fund Management, LLC
|Raymond James & Associates, Inc.||Tavares, FL||Apr 2010 - Current||6|
|Wachovia Securities, LLC||The Villages, FL||Jan 2008 - Apr 2010||2|
|A.g. Edwards & Sons, Inc.||Eustis, FL||Mar 1999 - Jan 2008||8|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2007|
Total Assets Under Management91,401MILLIONS
Total Number of Accounts317,837ACCOUNTS
Average Account Value$287,573
- 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)
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