Julina OgilvieCRD 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.
Park Avenue Securities LLC
Northwestern Mutual Investment Services,llc
Wells Fargo Advisors Financial Network, LLC
|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|
Total Assets Under Management783MILLIONS
Total Number of Accounts1,021ACCOUNTS
Average Account Value$767,157
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CO, CT, FL, GA, MA, MI, NH, NJ, NY, RI, TX
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