Julie Drennon, financial advisor Puyallup WA
93 score

Julie Drennon

CRD Number: 5512223
Current Firm: Gwn Securities Inc.

Julie Drennon (CRD# 5512223) is an Investment Advisor Representative working at Gwn Securities Inc. in Puyallup, WA and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Gwn Securities Inc. Palm Beach Gardens, FL Sep 2009 - Current 8
Barron Financial Monroe, WA Feb 2009 - Current 9
Ing Financial Adviser's LLC Monroe, WA Feb 2009 - Sep 2009 < 1
Ing Financial Adviser's LLC Redmond, WA Apr 2008 - Jan 2009 < 1
Barron Financial Redmond, WA Jul 2007 - Jan 2009 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2008
S65 NASAA Investment Advisors Law Examination Jun 2013
Contact Info for Julie M. Drennon
Phone Number: 561-472-2700
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Market timing services
Types of Clients
Registered States


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

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