JD
Julie M. Devisser
LVZ
Holland, MI 49423
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CRD#: 4562984
JD
Professional summary
Julie Mae Devisser is a registered financial advisor currently at LVZ, INC. located in Holland, Michigan.
Julie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Julie has worked at 3 firms and has passed the Series 66, SIE, Series 7, Series 4, Series 51 and Series 24 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.
DUTCHBEINGME, LLC POSITION: OWNER NATURE: Genealogy Freelancer. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2010 ADDRESS: Home address DESCRIPTION: Photography, Writing, Genealogy MICHIGAN ASSOCIATION OF CALLIGRAPHERS POSITION: BOARD, VP Membership MEMBER NATURE: Non-Profit, Calligraphy Association. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2024 ADDRESS: PO Box 2229, Birmingham, MI 48012-2229 DESCRIPTION: board for non-profit, handle membership
CRS (Client Relationship Summary) - RIA
Click below to view Julie Mae Devisser'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®
NoneExperience
Current
August 14, 2017 - Present
LVZ, INC.
Office #1: 240 S. River Avenue, Holland, MI 49423RIA
CRD#: 124228
Holland, MI
Past
March 3, 2017 - December 31, 2019
HARBOUR INVESTMENTS, INC.
BD
CRD#: 19258
Holland, MI
Past
September 21, 2010 - March 3, 2017
NEXT FINANCIAL GROUP, INC.
RIA
CRD#: 46214
HOLLAND, MI
Past
September 13, 2002 - March 3, 2017
NEXT FINANCIAL GROUP, INC.
BD
CRD#: 46214
HOLLAND, MI
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
LI
LVZ, INC.
HERITAGE FINANCIAL PLANNING | LVZ, INC. | LVZ MARKETING GROUP LLC | LVZ INVESTMENT MANAGEMENT | LVZ FINANCIAL PLANNING | LVZ ADVISORS, INC. | LVZ ADVISORS | LORENCE ASSET MANAGEMENT LTD,DBA HERITAGE FINANCIAL PLANNING | LORENCE & VANDER ZWART | J. LORENCE & ASSOCIATES
CRD#: 124228 / SEC#: 801-66772
RIA
Registered Investment Advisory firm - (5/17/2006 Approved)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
Michigan(8/14/2017)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Current Firm
LI
LVZ, INC.
HERITAGE FINANCIAL PLANNING | LVZ, INC. | LVZ MARKETING GROUP LLC | LVZ INVESTMENT MANAGEMENT | LVZ FINANCIAL PLANNING | LVZ ADVISORS, INC. | LVZ ADVISORS | LORENCE ASSET MANAGEMENT LTD,DBA HERITAGE FINANCIAL PLANNING | LORENCE & VANDER ZWART | J. LORENCE & ASSOCIATES
CRD#: 124228 / SEC#: 801-66772
RIA
Registered Investment Advisory firm - (5/17/2006 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
240 South River Avenue, Holland, MI 49423
Mailing Address
Phone number
(616) 394-4994
Established
Firm type
Fiscal year end
# of Employees
25
SEC notice filing (26 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 5,242 |
| AUM (Assets Under Management) | $ 969,207,213 |
Red Flags
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