Julie Anderson, financial advisor Galveston TX

Julie Anderson

CRD Number: 2584859
Current Firm: Voya Financial Advisors, Inc.

Julie Anderson (CRD# 2584859) is an Investment Advisor Representative working at Voya Financial Advisors, Inc. in Galveston, TX and has over 28 years of experience in the finance industry.

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Company Name Location Dates Years
Voya Financial Advisors Galveston, TX Sep 2014 - Current 9
Glaser Financial Services Galveston, TX Sep 2012 - Current 11
Ing Financial Partners, Inc. Galveston, TX Jan 2011 - Sep 2014 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1995
S65 NASAA Investment Advisors Law Examination Dec 1999
Contact Info for Julie E. Anderson
Phone Number: 1-800-356-2906
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    2,685
    MILLIONS
  • Total Number of Accounts
    13,923
    ACCOUNTS
  • Average Account Value
    $192,831
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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