Julie Elsea
Julie Elsea is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Chattanooga, TN, with 13 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
1200 Premier Dr Ste 100, Chattanooga, TN, 37421
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Julie is an owner of Round Table Advisors, where she provides financial advising and wealth management services to investment clients. This activity takes about half of Julie's time.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
State Registrations22 states
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