Julie Rockwell
Julie Rockwell is a registered investment advisor at Raymond James & Associates, INC., based in Trinity, FL, with 14 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
Trinity, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Julie is a board member and finance committee member for SPCA Tampa Bay, a non-profit organization, since 2020. She dedicates a few hours per week to this role.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Raymond James & Associates, INC.
State Registrations34 states
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