Julianne Charlesworth (CRD# 5048387) is an Investment Advisor Representative working at Avantax Advisory Services in Valparaiso, IN and has over 18 years of experience in the finance industry.
CRD# 4849315
Captrust
CRD# 5046093
Avertrust Wealth LLC
CRD# 1623480
Oneamerica Securities, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Avantax Advisory Services | Wanatah, IN | Feb 2021 - Current | 3 |
| Charlesworth Properties LLC | Wanatah, IN | Aug 2019 - Current | 4 |
| J-mar Transit, LLC | Wanatah, IN | Jan 2018 - Current | 6 |
| Hdvreps.com | Wanatah, IN | Jan 2018 - Current | 6 |
| Avantax Insurance Agency, LLC | Wanatah, IN | Jan 2014 - Current | 10 |
| Avantax Investment Services, Inc. | Wanatah, IN | Oct 2005 - Current | 18 |
| Residential And Farm Ground Rental | Wanatah, IN | Mar 2001 - Current | 23 |
| Julianne M Charlesworth | Wanatah, IN | Dec 1992 - Current | 31 |
| Triple J Mar Petroleum Inc. | Wanatah, IN | May 1984 - Current | 40 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2005 |
| S65 | NASAA Investment Advisors Law Examination | Jan 2021 |
- IN
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Total Assets Under Management41,696MILLIONS
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Total Number of Accounts131,534ACCOUNTS
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Average Account Value$316,996
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
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, VT, WA, WI, WV, WY
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