Julie A. Scheers
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 Anne Scheers, CFP®, who also goes by Julie Anne Gilliam, was a registered financial professional .
Julie is a previously registered financial professional and started their career in finance in 2006. Julie had worked at 3 firms .
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
March 26, 2014 - July 1, 2015
RONALD BLUE & CO., LLC
August 29, 2007 - January 30, 2009
INTERACTIVE CAPITAL MANAGEMENT COMPANY
February 15, 2006 - November 6, 2009
BEDEL FINANCIAL CONSULTING INC
State Registrations and Notice Filings
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Exams
Current Firm
RONALD BLUE & CO., LLC
CRD#: 104605 / SEC#: 801-18423
Contact information
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.
