Julia Randall (CRD# 5073235) is an Investment Advisor Representative working at Northstar Financial Companies, Inc. in Conshohocken, PA and has over 17 years of experience in the finance industry.
CRD# 6279325
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 6691058
Vanguard Advisers, Inc.
CRD# 2432429
Avantax Advisory Services
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Northstar Financial Companies | Conshohocken, PA | Jun 2008 - Current | 15 |
| Cambridge Investment Research, Inc. | Fairfield, IA | Mar 2008 - Jul 2020 | 12 |
| Longview Wealth Management | Atlanta, GA | Jan 2018 - Dec 2018 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2006 |
- PA
- TX
-
Total Assets Under Management285MILLIONS
-
Total Number of Accounts984ACCOUNTS
-
Average Account Value$289,228
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA, CO, CT, FL, MA, NC, NE, NH, NV, NY, PA, RI, TX, VA
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