Julie K. Mcmorrow
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Julie Kay Mcmorrow, CFP® was a registered financial professional .
Julie is a previously registered financial professional and started their career in finance in 1984. Julie had worked at 5 firms and has passed the Series 63, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Start date: 2005
Experience
July 19, 2004 - April 14, 2025
AVALON WEALTH ADVISORY, INC.
February 17, 2000 - March 30, 2004
OSAIC FA, INC.
January 19, 2000 - March 30, 2004
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
January 19, 2000 - March 30, 2004
OSAIC FA, INC.
March 8, 1999 - December 14, 1999
J.J.B. HILLIARD, W.L. LYONS, LLC
February 5, 1999 - March 1, 1999
J.J.B. HILLIARD, W.L. LYONS, LLC
March 22, 1984 - February 18, 1999
CITY SECURITIES CORPORATION
State Registrations and Notice Filings
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Visual representation of state registrations
Exams
Current Firm
AVALON WEALTH ADVISORY, INC.
CRD#: 114311 / SEC#:
Contact information
Red Flags
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