Julie King
Julie King is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Hamilton, OH, with 17 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
300 High Street, 7th Floor, Hamilton, OH, 45012
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Julie works as a brokerage and compliance administrator for Yellow Cardinal Brokerage Services, supporting Raymond James Financial Advisors. This takes about half of Julie's time.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
Morgan Stanley Smith BarneyBroker
Morgan Stanley Smith Barney LLC
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
State Registrations3 states
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