JM
CFP
JM
CFP

Julie Mullikin

19 Years of Experience
Easley, SC
Broker

Julie Mullikin is a CFP-designated registered investment advisor, based in Easley, SC, with 19 years of industry experience.

Location

6602 Calhoun Memorial Hwy, Easley, SC, 29640

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Julie is a board member of the Buncombe Street Methodist Church Endowment Board since August 2023. She dedicates minimal time to managing and investing the Endowment's funds and distributing income to church ministries.

Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
September 2020 - Present · 5 yrs 8 mos
Raymond James Financial Services Advisors, INC
September 2020 - Present · 5 yrs 8 mos
Previous Registrations
Bb&t Securities, LLCBroker
January 2018 - March 2020 · 2 yrs 2 mos
Bb&t Securities, LLC
January 2018 - March 2020 · 2 yrs 2 mos
Bb&t Investment Services, INC.
January 2007 - January 2018 · 11 yrs
Bb&t Investment Services, INC.Broker
October 2006 - January 2018 · 11 yrs 3 mos
Wachovia Securities, LLCBroker
April 2006 - October 2006 · 6 mos
State Registrations1 state
SC
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Julie Mullikin - Financial Advisor | TrueAdvisor