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JD

Julie M. Decker

INVESTMENT MANAGEMENT SERVICES GROUP
Melbourne, FL 32904
Some features on this profile are disabled
CRD#: 1859609
JD

Professional summary

Julie Mccarthy Decker is a registered financial advisor currently at INVESTMENT MANAGEMENT SERVICES GROUP, LLC located in Melbourne, Florida.

Julie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1988. Julie has worked at 3 firms and has passed the Series 65 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Julie Mccarthy Decker's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

January 2, 2008 - Present

INVESTMENT MANAGEMENT SERVICES GROUP, LLC

Office #1: 4800 Dairy Road Suite 101, Melbourne, FL 32904
RIA
CRD#: 144031
Melbourne, FL
Past

March 16, 1990 - December 31, 1990

VOYA FINANCIAL ADVISORS, INC.

BD
CRD#: 2882
Past

October 14, 1988 - June 7, 1989

INTEGRATED RESOURCES EQUITY CORPORATION

BD
CRD#: 6403

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Florida
(1/2/2008)

Exams

State Security Law Exam
IAR
Series 65
Date: 5/14/2007
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
Series 6
Date: 10/13/1988
Investment Company Products/Variable Contracts Representative Examination

Current Firm

IM
INVESTMENT MANAGEMENT SERVICES GROUP, LLC
INVESTMENT MANAGEMENT SERVICES GROUP, LLC

CRD#: 144031 / SEC#:

Florida
Registered Investment Advisory firm - (1/2/2008 Approved)
PREMIUM
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Contact information

Main Address
4800 Dairy Road Suite 101, Melbourne, FL 32904
Mailing Address
Phone number
(321) 837-0741
Established
Firm type
Fiscal year end
# of Employees
3

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts103
AUM (Assets Under Management)$ 9,183,517

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

INVESTMENT MANAGEMENT SERVICES GROUP, LLC

CRD#: 144031Melbourne, FL 32904

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