Julie Bailey is a registered investment advisor at Wells Fargo Advisors, based in Atlanta, GA, with 24 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
100 Galleria Pkwy SE Suite 965, 9th FL, Atlanta, GA, 30339
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Julie has a 51% ownership stake in Acunis Wealth Partners, LLC, a financial practice. This activity takes nearly full-time hours.
Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
Morgan Stanley
Morgan StanleyBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
Credit Suisse First Boston
Credit Suisse First Boston LLCBroker
Donaldson, Lufkin & Jenrette Securities CorporationBroker
State Registrations18 states
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