Julie Lancaster is a registered investment advisor, based in Wilmington, NC, with 29 years of industry experience.
Location
2401 S 17th St, Fl 1, Wilmington, NC, 28401
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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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Julie is a board member of the Hill School of Wilmington, a private non-profit school for children with dyslexia and learning disabilities. This activity requires a few hours per week.
Employment History
Current Registrations
Truist Investment Services, INC.
February 2021 - Present · 5 yrs 3 mos
Truist Advisory Services, INC.
February 2021 - Present · 5 yrs 3 mos
Truist Investment Services, INC.Broker
February 2021 - Present · 5 yrs 3 mos
Previous Registrations
Bb&t Securities, LLC
January 2018 - February 2021 · 3 yrs 1 mo
Bb&t Securities, LLCBroker
January 2018 - February 2021 · 3 yrs 1 mo
Bb&t Investment Services, INC.Broker
February 2015 - January 2018 · 2 yrs 11 mos
Bb&t Investment Services, INC.
January 2015 - January 2018 · 3 yrs
Omnistar Financial Group, INC.
April 2013 - May 2015 · 2 yrs 1 mo
Suntrust Investment Services, INC.
September 2006 - September 2010 · 4 yrs
Suntrust Investment Services, INC.Broker
September 2006 - September 2010 · 4 yrs
Banc of America Investment Services, INC.
February 2000 - September 2006 · 6 yrs 7 mos
Banc of America Investment Services, INC.Broker
January 1998 - September 2006 · 8 yrs 8 mos
NationssecuritiesBroker
April 1994 - January 1998 · 3 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
February 1994 - April 1994 · 2 mos
State Registrations21 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.