Julia Reichard
Julia Reichard is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Charlottesville, VA, with 13 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
941 Glenwood Station Lane, Suite 201, Charlottesville, VA, 22901
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Julia is a trustee for the Clarity Wealth Partners, LLC 401k Plan, dedicating minimal time. She is also an owner of Clarity Wealth Partners LLC and Dean-Reichard LLC, both support companies, spending a few hours per week on each.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
State Registrations22 states
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