Julie Gilbert is a registered investment advisor, based in Waco, TX.
Location
1221 Hewitt Dr, Ste C, Waco, TX, 76712-8896
Get directionsHistory
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Julie works as an agent team member for Matt Dill's Insurance Agency, an insurance agency affiliated with State Farm. This investment-related activity takes about half of her time.
Employment History
Current Registrations
State Farm Vp Management CORP.Broker
September 2025 - Present · 8 mos
State Farm Vp Management CORP.
September 2025 - Present · 8 mos
State Farm Investment Management CORP.
May 2025 - Present · 1 yr
State Registrations1 state
TX
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.