Julie Eason is a registered investment advisor at Cnl Educational Institute, LLC, based in Orlando, FL, with 6 years of industry experience. Julie operates on a fee-only basis, meaning they do not earn commissions from product sales.

Compensation
N/A
Firm Size
4 advisors
IM Fee
Planning only
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Location

450 S. Orange Ave., Suite 1400, Orlando, FL, 32801

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History

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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Other Business Activities

Julie works as a Compliance Specialist for CNL Educational Institute, LLC, performing various activities for entities owned or affiliated with CNL Financial Group. The hours and responsibilities may vary.

Employment History
Current Registrations
Cnl Educational Institute, LLC
July 2019 - Present · 6 yrs 9 mos
Cnl Securities CORP.
April 2019 - Present · 7 yrs
Cnl Securities CORP.Broker
April 2019 - Present · 7 yrs
State Registrations2 states
CAFL
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.