Julia Vega
Julia Vega is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Dunedin, FL, with 31 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
Firm Size
IM Fee
Assets Under Management
Location
2196 Main Street, Suite F, Dunedin, FL, 34698
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Julia is a beneficiary (non-family), though the business name and duties are unspecified. Julia is also the CEO and President of C&e Tax Service, Inc., a tax preparation service, dedicating about 10-20% of her time to supervising and authorizing all activities.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James Financial Services
NFP Securities, INC.Broker
Ffp Securities, INC.Broker
Investment Management & Research, INCBroker
State Registrations15 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.