Julia Madden is a registered investment advisor, based in Arlington, VA, with 4 years of industry experience.
Location
4075 Wilson Blvd, Ste 420, Arlington, VA, 22203
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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 is the Director of Client Services at Campus Private Wealth, working in client relations. This investment-related activity takes up a full-time commitment.
Employment History
Current Registrations
Kestra Investment Services, LLCBroker
December 2024 - Present · 1 yr 5 mos
Kestra Private Wealth Services, LLC
December 2024 - Present · 1 yr 5 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
December 2021 - December 2024 · 3 yrs
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2021 - December 2024 · 3 yrs 2 mos
State Registrations1 state
VA
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.