Julianne Charlesworth is a PFS-designated registered investment advisor, based in Valparaiso, IN, with 20 years of industry experience.
Location
2000 Comeford Road, Suite 1, Valparaiso, IN, 46383
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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
Julianne is involved in several business activities, including tax preparation/accounting through Charlesworth Financial Services and Julianne M Charlesworth CPA, and rental property management. She also works as an insurance agent for Avantax Insurance Agency and/or Avantax Insurance Services, dedicating about 10-20% of her time to insurance sales and client services.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations4 states
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