Julia Churchwell is a registered investment advisor, based in Greenville, SC, with 11 years of industry experience.
Location
124 Verdae Blvd, Suite 501, Greenville, SC, 29607
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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.
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Julia works as a Registered Client Service Associate for FFH Wealth Advisors LLC DBA Axia Wealth Advisors, assisting financial advisors and clients. This takes about half of Julia's time.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
September 2024 - Present · 1 yr 8 mos
Raymond James Financial Services, INC.Broker
September 2024 - Present · 1 yr 8 mos
Previous Registrations
Raymond James & Associates, INC.
June 2016 - September 2024 · 8 yrs 3 mos
Raymond James & Associates, INC.Broker
June 2016 - September 2024 · 8 yrs 3 mos
AXA Advisors, LLC
August 2015 - March 2016 · 7 mos
AXA Advisors, LLCBroker
July 2014 - March 2016 · 1 yr 8 mos
State Registrations1 state
SC
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.