Julie M. Decker

INVESTMENT MANAGEMENT SERVICES GROUP

Melbourne, FL 32904

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CRD#: 1859609

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.

IMS PARTNERS, INC.; NON INVESTMENT RELATED; 5240 BABCOCK ST. NE STE 218 PALM BAY, FL 32905; INSURANCE AGENCY; PRESIDENT; 08/2002; 30-40HRS; INSURANCE AGENT

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.

CRD#: 2882

Past

October 14, 1988 - June 7, 1989

INTEGRATED RESOURCES EQUITY CORPORATION

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)

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Exams

State Security Law Exam

IAR

Series 65

Date: 5/14/2007

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 6

Date: 10/13/1988

Investment Company Products/Variable Contracts Representative Examination

Current Firm

INVESTMENT MANAGEMENT SERVICES GROUP, LLC

CRD#: 144031 / SEC#:

Florida

Registered Investment Advisory firm - (1/2/2008 Approved)

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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

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	116
AUM (Assets Under Management)	$ 9,635,931

Red Flags

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

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Julie M. Decker

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

INVESTMENT MANAGEMENT SERVICES GROUP, LLC

VOYA FINANCIAL ADVISORS, INC.

INTEGRATED RESOURCES EQUITY CORPORATION

State Registrations and Notice Filings

Exams

Series 65

Date: 5/14/2007

Series 6

Date: 10/13/1988

Current Firm

INVESTMENT MANAGEMENT SERVICES GROUP, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

INVESTMENT MANAGEMENT SERVICES GROUP, LLC

TRUST BUT VERIFY

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