Julie O'glee, financial advisor Atlanta TX
93 score

Julie O'glee

CRD Number: 5516084
Current Firm: Cogent Advisory Group LLC

Julie O'glee (CRD# 5516084) is an Investment Advisor Representative working at Cogent Advisory Group LLC in Atlanta, TX and has over 9 years of experience in the finance industry.

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Cogent Advisory Group LLC
Company Name Location Dates Years
Cogent Advisory Group Llc Dba Cornerstone Investment Strategies Shreveport, LA Jan 2014 - Current 4
Lpl Financial LLC Shreveport, LA Oct 2010 - Current 7
Edward Jones St Louis, MO Apr 2008 - Oct 2010 2
Le Cheval Arenas Bossier City, LA Jan 2002 - Apr 2008 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2008
Contact Info for Julie L. O'glee
Phone Number: 903-796-7948
Registered State(s):
  • LA
  • TX
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)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting 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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