Julia Monroe is a CFP-designated registered investment advisor, based in Columbia, SC, with 23 years of industry experience.
Location
1010 Wildewood Centre Dr, Ste B, Columbia, SC, 29229
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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 ActivitiesSells Insurance
Julia is involved in several business activities, including real estate development and rentals, owning a financial advisory firm (Monroe Financial Group, LLC), retail sales of dog merchandise, and serving on the board of non-profit organizations. Her financial advisory role takes nearly full-time hours and includes insurance strategies.
Employment History
Current Registrations
Sanctuary Advisors, LLC
Sanctuary Securities, INC.Broker
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Morgan Keegan & Company, INC.Broker
First Allied Securities, INC.Broker
State Registrations14 states
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