JH
ChFC
JH
ChFC

Julie Hercules

31 Years of Experience
St Louis, MO
1 DisclosureBrokerSells Insurance

Julie Hercules is a ChFC-designated registered investment advisor, based in St Louis, MO, with 31 years of industry experience.

Location

5700 Oakland Ave, Ste 400, St Louis, MO, 63110

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
April 2011
Settled
Other Business ActivitiesSells Insurance

Julie works as an agent/broker for Co-op Insurance and R.F. Brokerage, selling fixed insurance. These activities take minimal time.

Employment History
Current Registrations
Cetera Investment Advisers LLC
August 2023 - Present · 2 yrs 11 mos
Cetera Wealth Services, LLCBroker
August 2023 - Present · 2 yrs 11 mos
Cetera Wealth Services, LLC
August 2023 - Present · 2 yrs 11 mos
Previous Registrations
Securian Financial Services, INC.
October 2001 - August 2023 · 21 yrs 10 mos
Rf Advisors LLC
December 1998 - October 2004 · 5 yrs 10 mos
Renaissance Financial Corporate Education LLC
May 1998 - December 2007 · 9 yrs 7 mos
Securian Financial Services, INC.Broker
September 1994 - August 2023 · 28 yrs 11 mos
Equico Securities, INC.Broker
June 1994 - September 1994 · 3 mos
The Equitable Life Assurance Society of the United StatesBroker
June 1994 - September 1994 · 3 mos
State Registrations30 states
ALARAZCACOCTDCDEFLGAIAILKSKYLAMDMIMONCNENJNMNYOHOKSCTNTXUTVA
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 Hercules - Financial Advisor | TrueAdvisor