Julie Barker
Julie Barker is a registered investment advisor at Bankers Life Advisory Services, INC., based in Phoenix, AZ, with 18 years of industry experience. Julie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 11,822 clients with $1.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Bankers Life Advisory Services (BLAS) charges an annual fee for managing your investment portfolio, ranging from 0.50% to 2.5% of the portfolio's value. This fee is negotiable. The fee is deducted from your account quarterly in advance.
Location
11811 N. Tatum Blvd. Suite 1085, Phoenix, AZ, 85028
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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
Julie works as a financial advisor assistant, providing financial advice and planning. This takes about a quarter of her time for financial advice and planning, and about half her time for securities trading.
Employment History
Current Registrations
Bankers Life Advisory Services, INC.
Bankers Life Securities, INC.Broker
Previous Registrations
Cwm, LLC
Cetera Advisor Networks LLCBroker
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
USAA Financial Planning Services
USAA Investment Management Company
USAA Financial Planning Services
USAA Financial Advisors, INC.Broker
USAA Investment Management CompanyBroker
Chase Investment Services CORP.Broker
Vanguard Marketing CorporationBroker
Sunamerica Securities, INC.Broker
State Registrations3 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.