Julie L. Betoni

IGNITE FINANCIAL LLC

Ponte Vedra Beach, FL

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CRD#: 4535597

Professional summary

Julie Lyn Betoni, CFP®, who also goes by Julie Lyn Banks, Julie L. Covington, Julie Lyn Covington, is a registered financial advisor currently at IGNITE FINANCIAL LLC located in Ponte Vedra Beach, Florida.

Julie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Julie has worked at 4 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Julie Lyn Banks | Julie L. Covington | Julie Lyn Covington

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.

Business Ownership; True North Group, LLC; non investment related, President/Managing Member; Entity is only to provide payroll and as lease entity for business; Ponte Vedra Beach, FL 32082; Not Investment Related; July 2017; approx. 4 hours per month; 0 hours during trading.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Julie Lyn Betoni'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®

CFP^®

Certified Financial Planner

Start date: 2016

Experience

Current

January 14, 2021 - Present

IGNITE FINANCIAL LLC

RIA

CRD#: 310329

Ponte Vedra Beach, FL

Past

July 21, 2017 - January 29, 2021

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

Jacksonville Beach, FL

Past

July 21, 2017 - January 29, 2021

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

Jacksonville Beach, FL

Past

September 17, 2007 - July 27, 2017

RAYMOND JAMES & ASSOCIATES, INC.

RIA

CRD#: 705

JACKSONVILLE, FL

Past

September 14, 2007 - July 27, 2017

RAYMOND JAMES & ASSOCIATES, INC.

CRD#: 705

JACKSONVILLE, FL

Past

July 29, 2002 - September 25, 2007

CITIGROUP GLOBAL MARKETS INC.

RIA

CRD#: 7059

JACKSONVILLE, FL

Past

June 24, 2002 - September 25, 2007

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

JACKSONVILLE, FL

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
(1/21/2021)

IAR

Georgia
(3/3/2021)

IAR

Texas
(1/14/2021)

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.

Exams

State Security Law Exam

IAR

Series 65

Date: 7/10/2002

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 6/29/2002

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/21/2002

General Securities Representative Examination

Current Firm

IGNITE FINANCIAL LLC

ENVISION WEALTH ADVISORY GROUP | TRUE NORTH GROUP, LLC | IGNITE FINANCIAL LLC | IGNITE FINANCIAL

CRD#: 310329 / SEC#:

Florida

Registered Investment Advisory firm - (1/21/2021 Approved)

Georgia

Registered Investment Advisory firm - (3/3/2021 Approved)

Texas

Registered Investment Advisory firm - (9/17/2020 Conditional Restricted)

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Contact information

Main Address

Ponte Vedra Beach, FL

Mailing Address

Phone number

(904) 395-7424

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	126
AUM (Assets Under Management)	$ 21,904,913

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.

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Advisor Monitoring

Firm Stability Insights

Julie L. Betoni

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Julie Lyn Betoni's CRS (Customer Relationship Summary).

Certified licenses

Experience

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

RAYMOND JAMES & ASSOCIATES, INC.

RAYMOND JAMES & ASSOCIATES, INC.

CITIGROUP GLOBAL MARKETS INC.

CITIGROUP GLOBAL MARKETS INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 7/10/2002

Series 63

Date: 6/29/2002

SIE

Date: 10/1/2018

Series 7

Date: 6/21/2002

Current Firm

IGNITE FINANCIAL LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

IGNITE FINANCIAL LLC

TRUST BUT VERIFY

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