Julie King, financial advisor West Chester OH
93 score

Julie King

CRD Number: 5496384
Current Firm: Raymond James Financial Services Advisors, Inc.

Julie King (CRD# 5496384) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in West Chester, OH and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
First Financial Wealth Management West Chester, OH Aug 2012 - Current 4
Raymond James Financial Services, Inc. West Chester, OH May 2012 - Current 4
Raymond James Financial Services Advisors Inc. West Chester, OH May 2012 - Current 4
First Financial Bank, N.a. West Chester, OH Apr 2012 - Current 4
Ubs Financial Services Inc. Cincinnati, OH Jun 2010 - Apr 2012 1
Citigroup/morgan Stanley Smith Barney Dayton, OH Feb 2008 - May 2010 2
Cincinnati Bell Centerville, OH Jun 2007 - Feb 2008 < 1
Verizon Wireless Dayton, OH Sep 2006 - Jun 2007 < 1
Miller Valentine Dayton, OH Jun 2006 - Sep 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2008
Contact Info for Julie M. King
Phone Number: 727-567-5877
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    64,210
    MILLIONS
  • Total Number of Accounts
    224,839
    ACCOUNTS
  • Average Account Value
    $285,581
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • 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
  • Other
Types of Clients
Registered States

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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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