Julie Crowe is a registered investment advisor, based in Raleigh, NC, with 26 years of industry experience.
Location
4208 Six Forks Rd, Suite 1700, Raleigh, NC, 27609
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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.
Learn about disclosures →Employment History
Current Registrations
Capfinancial Securities, LLC.Broker
April 2023 - Present · 3 yrs 1 mo
Captrust
April 2023 - Present · 3 yrs 1 mo
Previous Registrations
Cetera Advisor Networks LLCBroker
September 2021 - December 2022 · 1 yr 3 mos
Cetera Advisor Networks LLC
September 2021 - December 2022 · 1 yr 3 mos
Phoenix Wealth Advisors INC.
January 2018 - September 2021 · 3 yrs 8 mos
Raymond James Financial Services, INC.Broker
January 2018 - October 2021 · 3 yrs 9 mos
Charles Schwab & CO., INC.
August 2015 - January 2018 · 2 yrs 5 mos
Charles Schwab & CO., INC.Broker
July 2010 - January 2018 · 7 yrs 6 mos
UBS Financial Services INC.Broker
December 2004 - June 2010 · 5 yrs 6 mos
Wachovia Securities, LLCBroker
May 2003 - December 2004 · 1 yr 7 mos
Wells Fargo Investments, LLCBroker
May 2001 - May 2002 · 1 yr
Wells Fargo Securities INC.Broker
June 1998 - May 2001 · 2 yrs 11 mos
State Registrations1 state
NC
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.