Julie David
Julie David is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Forest, VA, with 6 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
312 Brook Pl, Forest, VA, 24551
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Julie works as a client associate for Resolute Private Wealth, a support company. This takes about 10-20% of her time, with a few hours per week during trading hours.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
State Registrations1 state
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