Julie AlgerCRD Number: 6208761
Current Firm: E*trade Capital Management, LLC
Julie Alger (CRD# 6208761) is an Investment Advisor Representative working at E*trade Capital Management, LLC in Arlington, VA and has over 7 years of experience in the finance industry.
David Wealth Management, LLC
Capital One Investing, Inc.
Equitable Advisors, LLC
|E*trade Securities LLC||Sandy, UT||Jun 2021 - Current||< 1|
|E*trade Capital Management LLC||Sandy, UT||Jun 2021 - Current||< 1|
|Fidelity Investments||Salt Lake City, UT||Sep 2020 - Apr 2021||< 1|
|Morgan Stanley||Chicago, IL||Sep 2019 - Sep 2020||1|
|Extended Travel||Chicago, IL||Mar 2019 - Sep 2019||< 1|
|E*trade Securities LLC||Chicago, IL||Sep 2018 - Feb 2019||< 1|
|E*trade Capital Management, LLC||Chicago, IL||Sep 2018 - Feb 2019||< 1|
|E*trade Securities LLC||Sandy, UT||Oct 2017 - Sep 2018||< 1|
|E*trade Capital Management LLC||Sandy, UT||Oct 2017 - Sep 2018||< 1|
|E*trade Securities LLC||Sandy, UT||Aug 2017 - Oct 2017||< 1|
|E*trade Securities LLC||Sandy, UT||May 2014 - Aug 2017||3|
|Ameriprise Financial||Sandy, UT||Jun 2013 - May 2014||< 1|
|Zions Bank||Sugarhouse, UT||Jan 2013 - Jun 2013||< 1|
|Radisson||Salt Lake City, UT||Nov 2011 - Mar 2013||1|
|First National Bank||Salt Lake City, UT||May 2010 - Dec 2012||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 2014|
|S66||NASAA Uniform Combined State Law Examination||May 2018|
Total Assets Under Management9,676MILLIONS
Total Number of Accounts78,360ACCOUNTS
Average Account Value$123,486
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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, WY
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