Julie Worley is a registered investment advisor at Resolute Capital, LLC, based in Greenville, SC, with 8 years of industry experience. Julie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 1,107 clients with $300M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Resolute Capital charges an annual fee based on a percentage of your portfolio's value. The exact percentage is agreed upon with each client, up to a maximum of 1.40%. Fees are paid monthly, based on the value of your account at the end of the month.
Location
501 River Street, Suite 200, Greenville, SC, 29601
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Julie works as an advisory representative of a registered investment advisor, dedicating about half her time to investment-related activities. She also owns rental property, requiring minimal time.
Employment History
Current Registrations
Resolute Capital, LLC
Previous Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
State Registrations1 state
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.