Julina Ogilvie, financial advisor Westport CT

Julina Ogilvie

CRD Number: 2928883
Current Firm: Principle Wealth Partners LLC

Julina Ogilvie (CRD# 2928883) is an Investment Advisor Representative working at Principle Wealth Partners LLC in Westport, CT and has over 22 years of experience in the finance industry.

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Company Name Location Dates Years
Principle Wealth Partners LLC Madison, CT Apr 2020 - Current < 1
Jpmorgan Asset Management New York, NY Aug 2011 - Mar 2020 8
Lord Abbett Distributor LLC Jersey City, NJ Oct 2004 - Aug 2011 6
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Mar 2005
S66 NASAA Uniform Combined State Law Examination Dec 1997
Contact Info for Julina L. Ogilvie
Phone Number: 203-318-8892
Registered State(s):
  • CT
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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