Julina Ogilvie, financial advisor Westport CT

Julina Ogilvie

CRD Number: 2928883
Current Firm: Principle Wealth

Julina Ogilvie (CRD# 2928883) is an Investment Advisor Representative working at Principle Wealth in Westport, CT and has over 26 years of experience in the finance industry.

Similar Advisors
Eric Bloom, financial advisor Westport CT
Eric M. Bloom
CRD# 2708116
Park Avenue Securities LLC
Similar Advisors
Harlan Fischer, financial advisor Westport CT
Harlan J. Fischer
CRD# 811927
Cetera Investment Advisers LLC
Similar Advisors
Anthony Leonardi, financial advisor Westport CT
Anthony M. Leonardi
CRD# 2626796
Lincoln Financial Advisors Corporation
Company Name Location Dates Years
Principle Wealth Partners LLC Madison, CT Apr 2020 - Current 3
Jpmorgan Asset Management New York, NY Aug 2011 - Mar 2020 8
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
    2,223
    MILLIONS
  • Total Number of Accounts
    3,356
    ACCOUNTS
  • Average Account Value
    $662,276
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA, CO, CT, FL, LA, MA, ME, NC, NH, NJ, NY, PA, RI, TX, VA, VT

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.