Julie Christine Anderson
Professional Summary
Julie Christine Anderson is a registered financial advisor currently at SQUIRE WEALTH ADVISORS located in Orem, Utah. Julie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Julie has worked at 1 firm and has passed the Series 65 exam.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
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Disclosures on record.
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Years of Experience
22 years registered in the securities industry
Current & Past Employments
Current
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Current Firm
SQUIRE INVESTMENT | SQUIRE WEALTH MANAGEMENT | SQUIRE WEALTH ADVISORS | SQUIRE INVESTMENT MANAGEMENT COMPANY, LLC
Contact Information
Main Address
1329 South 800 East, Orem, UT 84097Phone Number
(801) 226-7722# of Employees
15SEC notice filing (7 States and Territories)
Registered to provide investment advisory services in 7 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
1,537AUM (Assets Under Management)
$586,722,649Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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Primary Firm SEC Registration
SQUIRE INVESTMENT | SQUIRE WEALTH MANAGEMENT | SQUIRE WEALTH ADVISORS | SQUIRE INVESTMENT MANAGEMENT COMPANY, LLC
State Registrations and Notice Filings
(1/6/2005)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Julie Christine Anderson's CRS (Customer Relationship Summary).
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EAGLE STRATEGIES LLC