Julie Taylor
Julie Taylor is a registered investment advisor at Raymond James & Associates, INC., based in Westlake, OH, with 17 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
159 Crocker Park Blvd., Suite 390, Westlake, OH, 44145
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Julie serves as power of attorney and trustee for her mother-in-law, starting in August 2021. These investment-related activities require minimal time.
Employment History
Current Registrations
Raymond James & Associates, INC.Broker
Raymond James & Associates, INC.
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Valmark Advisers, INC.
Valmark Securities, INC.Broker
Cetera Advisors LLC
Cetera Advisors LLCBroker
Eagle Strategies LLC
Nylife Distributors LLCBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
Mcdonald Investments INC.Broker
State Registrations1 state
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