Julie Turner is a registered investment advisor, based in San Antonio, TX, with 12 years of industry experience.
Location
4372 N. Loop 1604W, Suite 116, San Antonio, TX, 78249
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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.
Learn about disclosures →Other Business Activities
Julie is a member of Young Living, selling essential oils since 2020. This activity requires minimal time outside of business hours and is not investment-related.
Employment History
Current Registrations
Capfinancial Securities, LLC.
January 2023 - Present · 3 yrs 4 mos
Captrust
January 2023 - Present · 3 yrs 4 mos
Capfinancial Securities, LLC.Broker
January 2023 - Present · 3 yrs 4 mos
Previous Registrations
Morgan Stanley
October 2021 - January 2023 · 1 yr 3 mos
Morgan StanleyBroker
October 2021 - January 2023 · 1 yr 3 mos
Wells Fargo Clearing Services, LLC
October 2017 - August 2021 · 3 yrs 10 mos
Wells Fargo Clearing Services, LLCBroker
March 2013 - August 2021 · 8 yrs 5 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.