Julie Ann Sullivan
Professional Summary
Julie Ann Sullivan is a registered financial advisor currently at STRATEGIC BLUEPRINT, LLC located in Atlanta, Georgia and THE STRATEGIC FINANCIAL ALLIANCE, INC. located in Atlanta, Georgia. Julie is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1983. Julie has worked at 15 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 22, Series 14 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
xxxxx@xxxx.xxx
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Years of Experience
43 years in the financial services industry
Current & Past Employments
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Current Firm
ADVICEPOINT LLC | THE WEALTH PLAN COMPANY | THE RETIREMENT COACH | THE BAKER FINANCIAL GROUP | STRATEGIC BLUEPRINT, LLC | SHERPA FINANCIAL ADVISORS | PREHMUS FINANCIAL PARTNERS | OAKPOINT INVESTMENT PARTNERS | MIDWEST WEALTH MANAGEMENT | METAPARADIGM WEALTH MANAGEMENT | LIFE INCOME | LFA PRIVATE WEALTH MANAGEMENT | LEHNER SHOPE WEALTH GROUP | KEEN & POCOCK FINANCIAL PARTNERS | GOODWIN WEALTH | GENCREST CAPITAL PARTNERS | FRANK REYNOLDS & COMPANY | FAMILY WEALTHCARE | DESERT GROVE INVESTMENTS | CORNERSTONE WEALTH MANAGEMENT | COMPASS WEALTH MANAGEMENT | COMPASS FINANCIAL SERVICES | CLARITY FINANCIAL ADVISORS | BSHAPIRO FINANCIAL | BOURNE FINANCIAL COACHING | BENKO FINANCIAL SERVICES | BEE STREET ADVISORY GROUP
Contact Information
Main Address
2200 Century Parkway Suite 500, Atlanta, GA 30345Phone Number
(678) 954-4130# of Employees
56SEC notice filing (39 States and Territories)
Registered to provide investment advisory services in 39 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
8,462AUM (Assets Under Management)
$2,535,734,578Similar Advisors
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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Primary Firm SEC Registration
ADVICEPOINT LLC | THE WEALTH PLAN COMPANY | THE RETIREMENT COACH | THE BAKER FINANCIAL GROUP | STRATEGIC BLUEPRINT, LLC | SHERPA FINANCIAL ADVISORS | PREHMUS FINANCIAL PARTNERS | OAKPOINT INVESTMENT PARTNERS | MIDWEST WEALTH MANAGEMENT | METAPARADIGM WEALTH MANAGEMENT | LIFE INCOME | LFA PRIVATE WEALTH MANAGEMENT | LEHNER SHOPE WEALTH GROUP | KEEN & POCOCK FINANCIAL PARTNERS | GOODWIN WEALTH | GENCREST CAPITAL PARTNERS | FRANK REYNOLDS & COMPANY | FAMILY WEALTHCARE | DESERT GROVE INVESTMENTS | CORNERSTONE WEALTH MANAGEMENT | COMPASS WEALTH MANAGEMENT | COMPASS FINANCIAL SERVICES | CLARITY FINANCIAL ADVISORS | BSHAPIRO FINANCIAL | BOURNE FINANCIAL COACHING | BENKO FINANCIAL SERVICES | BEE STREET ADVISORY GROUP
State Registrations and Notice Filings
(2/8/2011)
(4/1/2021)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 22 — Direct Participation Programs Representative Examination
Passed May 1983About the Series 22 examSRO Registrations
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CRS (Client Relationship Summary) - RIA
Click below to view Julie Ann Sullivan's CRS (Customer Relationship Summary).
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