Julie Macdade (CRD# 5842705) is an Investment Advisor Representative working at Ivc Wealth Advisors LLC in Silverdale, PA and has over 10 years of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 4330102
Hamilton-bates Investment Research, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Private Client Services | Silverdale, PA | Jan 2020 - Current | 4 |
| Ivc Wealth Advisors LLC | Silverdale, PA | Feb 2019 - Current | 5 |
| Kestra Financial, LLC | Silverdale, PA | Feb 2019 - Jan 2020 | < 1 |
| Wells Fargo Clearing Services, LLC | Doylestown, PA | Jan 2017 - Feb 2019 | 2 |
| Wells Fargo Advisors, LLC | Doylestown, PA | Apr 2015 - Dec 2016 | 1 |
| Oppenheimer & Co Inc. | Doylestown, PA | Nov 2010 - Mar 2015 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2014 |
| S65 | NASAA Investment Advisors Law Examination | Sep 2021 |
- PA
-
Total Assets Under Management358MILLIONS
-
Total Number of Accounts1,173ACCOUNTS
-
Average Account Value$305,159
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Pension consulting services
FL, NJ, PA, TX
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