Julie LopesCRD Number: 5487680
Current Firm: Td Private Client Wealth LLC
Julie Lopes (CRD# 5487680) is an Investment Advisor Representative working at Td Private Client Wealth LLC in Wilton, CT and has over 10 years of experience in the finance industry.
Altium Wealth Management LLC
Karagosian Financial Services, Inc.
Abbondandolo Wealth Management Corp
|Td Bank, Na||Hartford, CT||Nov 2013 - Current||4|
|Td Private Client Wealth LLC||Hartford, CT||Nov 2013 - Current||4|
|Td Bank, N.a.||Springfield, MA||Aug 2013 - Nov 2013||< 1|
|Td Private Client Wealth LLC||Springfield, MA||Oct 2012 - Nov 2013||1|
|Td Bank, N.a.||Springfield, MA||Jan 2003 - Aug 2013||10|
|Tdbanknorth||Agawam, MA||Jan 2003 - Aug 2010||7|
|Td Wealth Management Services Inc.||Agawam, MA||Nov 2009 - May 2010||< 1|
|Bancnorth Investment Group||St. Cloud, MN||Feb 2008 - Nov 2009||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 2008|
|S66||NASAA Uniform Combined State Law Examination||Feb 2013|
Total Assets Under Management2,695MILLIONS
Total Number of Accounts2,389ACCOUNTS
Average Account Value$1,127,962
- A percentage of assets under your management
- Financial planning services
- 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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