Julia Sell
Julia Sell is a registered investment advisor at Retirement and Wealth at Alliant, LLC, based in Wayne, PA, with 2 years of industry experience. Julia operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning. Their firm serves 222 clients with $7.4B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
565 E. Swedesford Road, Suite 100, Wayne, PA, 19087
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Julia works with Alliant Insurance Services, Inc. to promote 401(k) plans as part of employee benefits packages. She dedicates minimal time to this activity.
Employment History
Current Registrations
Retirement and Wealth at Alliant, LLC
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.
Exams
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