JB
JB

Julie Billings

34 Years of Experience
St. Petersburg, FL
Broker

Julie Billings is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in St. Petersburg, FL, with 34 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

880 Carillon Parkway, St. Petersburg, FL, 33716

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
September 2025 - Present · 8 mos
Raymond James Financial Services, INC.Broker
September 2025 - Present · 8 mos
Raymond James Financial Services, INC.
September 2025 - Present · 8 mos
Raymond James & Associates, INC.
January 2024 - Present · 2 yrs 4 mos
Raymond James & Associates, INC.Broker
January 2024 - Present · 2 yrs 4 mos
Previous Registrations
Cleveland Research Company LLCBroker
September 2022 - November 2023 · 1 yr 2 mos
Sanctuary Advisors, LLC
October 2021 - May 2022 · 7 mos
Sanctuary Securities, INC.Broker
October 2021 - May 2022 · 7 mos
Advised Assets Group, LLC
October 2017 - October 2021 · 4 yrs
Gwfs Equities, INC.Broker
July 2015 - October 2021 · 6 yrs 3 mos
Commonwealth Financial NetworkBroker
January 2014 - January 2015 · 1 yr
Investments for You, INC.Broker
May 2005 - January 2014 · 8 yrs 8 mos
RBC Dain Rauscher INC.Broker
January 2003 - August 2003 · 7 mos
Funds Distributor, INC.Broker
May 2000 - September 2001 · 1 yr 4 mos
Lpm Investment Services, INCBroker
November 1993 - May 2000 · 6 yrs 6 mos
Tricorp Securities, LTD.Broker
November 1988 - December 1991 · 3 yrs 1 mo
Prudential-Bache Securities INC.Broker
September 1987 - July 1988 · 10 mos
Prudential-Bache Securities INC.Broker
February 1985 - July 1988 · 3 yrs 5 mos
Ids Marketing CorporationBroker
August 1984 - October 1984 · 2 mos
Olde & CO., IncorporatedBroker
May 1984 - June 1984 · 1 mo
State Registrations1 state
MO
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Julie Billings - Financial Advisor | TrueAdvisor