Julie Soulek
Julie Soulek is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Pierre, SD, with 2 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
301 E Sioux Avenue, Pierre, SD, 57501
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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
Julie brokers health, dental, and vision coverage as an insurance agent since 2018, dedicating a few hours per week to this activity. Since August 2024, she also works as an associate/employee for both First Dakota Investment Services and First Dakota National Bank, spending about a quarter of her time on each.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Mwa Financial Services INC.Broker
State Registrations11 states
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