Julia C. Prescott

BLAKE FINANCIAL COUNSEL

Atlanta, GA 30328

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CRD#: 5428252

Professional summary

Julia Christine Prescott, CFP®, who also goes by Julia Christine Paparelli, is a registered financial advisor currently at BLAKE FINANCIAL COUNSEL, LLC located in Atlanta, Georgia.

Julia is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Julia has worked at 3 firms and has passed the Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Julia Christine Paparelli

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.

10/2014 to Present Position: Distributor Company: Juice Plus Company Industry: Multi-level Marketing Note: Not Investment related Hours: 30 to 40 hours per week (after market hours)

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Julia Christine Prescott'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

Experience

Current

February 3, 2022 - Present

BLAKE FINANCIAL COUNSEL, LLC

Office #1: 7000 Central Parkway Suite 1100, Atlanta, GA 30328

RIA

CRD#: 305157

Atlanta, GA

Past

August 15, 2019 - December 31, 2021

BLAKE FINANCIAL COUNSEL, LLC

RIA

CRD#: 305157

Atlanta, GA

Past

August 29, 2008 - May 7, 2010

GOLDMAN SACHS WEALTH SERVICES, L.P.

RIA

CRD#: 106693

ATLANTA, GA

Past

May 8, 2008 - May 7, 2010

MERCER ALLIED COMPANY, L.P.

CRD#: 37404

ATLANTA, GA

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

Georgia
(2/3/2022)

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 66

Date: 8/18/2008

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 5/7/2008

General Securities Representative Examination

Current Firm

BLAKE FINANCIAL COUNSEL, LLC

CRD#: 305157 / SEC#:

Georgia

Registered Investment Advisory firm - (2/3/2022 Approved)

Texas

Registered Investment Advisory firm - (1/19/2022 Conditional Restricted)

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Contact information

Main Address

7000 Central Parkway Suite 1100, Atlanta, GA 30328

Mailing Address

Phone number

(404) 667-3494

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	100
AUM (Assets Under Management)	$ 35,254,950

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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Julia C. Prescott

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Julia Christine Prescott's CRS (Customer Relationship Summary).

Certified licenses

Experience

BLAKE FINANCIAL COUNSEL, LLC

BLAKE FINANCIAL COUNSEL, LLC

GOLDMAN SACHS WEALTH SERVICES, L.P.

MERCER ALLIED COMPANY, L.P.

State Registrations and Notice Filings

Exams

Series 66

Date: 8/18/2008

Series 7

Date: 5/7/2008

Current Firm

BLAKE FINANCIAL COUNSEL, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

BLAKE FINANCIAL COUNSEL, LLC

TRUST BUT VERIFY

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