Julie Beauchamp is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Southington, CT, with 30 years of industry experience. Julie is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Retirement Planning. Their firm serves 466,575 clients with $250B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
1650 West Street 1st floor, Southington, CT, 06489
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Julie has 100% ownership in Beauchamp Investment Group since 2021, dedicating about 10-20% of her time. She also owns commercial rental property and Queen B Holdings LLC, spending minimal time on each.
Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
A. G. Edwards & Sons, INC.Broker
A. G. Edwards & Sons, INC.
Advest, INC.
Advest, INC.Broker
State Registrations25 states
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
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