Julie Nored is a registered investment advisor, based in Dallas, TX, with 3 years of industry experience. Julie is also registered as a broker, so some compensation may come from commissions on products sold.
Location
16400 Dallas Parkway, Suite 310, Dallas, TX, 75248
Get directionsHistory
Regulatory History (1)
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Financial
June 2022Final
Other Business Activities
Julie works full-time as an Investment Advisor Representative (IAR) through Kestra Advisory Services. She also works full-time as a Senior Registered Client Service Specialist at CD Wealth Management, assisting with trades and client paperwork.
Employment History
Current Registrations
Kestra Advisory Services, LLC
September 2024 - Present · 2 yrs 1 mo
Kestra Investment Services, LLCBroker
September 2024 - Present · 2 yrs 1 mo
Previous Registrations
Morgan Stanley
April 2023 - September 2024 · 1 yr 5 mos
Morgan StanleyBroker
December 2022 - September 2024 · 1 yr 9 mos
State Registrations1 state
TX
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.
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