Julie Lynn Eason
Professional Summary
Julie Lynn Eason, who also goes by Julie L. Eason, Julie Eason, is a registered financial advisor currently at CNL EDUCATIONAL INSTITUTE, LLC located in Orlando, Florida and CNL SECURITIES CORP. located in Orlando, Florida. Julie is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2019. Julie has worked at 2 firms and has passed the Series 66, Series 7TO, SIE and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Julie L. Eason, Julie Eason
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Contact Information
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Disclosures on record.
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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Years of Experience
7 years registered in the securities industry
Current & Past Employments
Current
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Current Firm
CNL EDUCATIONAL INSTITUTE, LLC | CNL ENERGY FUND ADVISORS, LLC
Contact Information
Main Address
450 S. Orange Ave. Suite 1400, Orlando, FL 32801Mailing Address
P.o. Box 4920, Orlando, FL 32902-4920Phone Number
(407) 540-2541# of Employees
5SEC notice filing (2 States and Territories)
Registered to provide investment advisory services in 2 US states and territories.
Documents
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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
CNL EDUCATIONAL INSTITUTE, LLC | CNL ENERGY FUND ADVISORS, LLC
State Registrations and Notice Filings
(1/2/2024)
(4/30/2019)
(7/12/2019)
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.Note:This rule does not apply to broker-dealer activity.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
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CRS (Client Relationship Summary) - RIA
Click below to view Julie Lynn Eason's CRS (Customer Relationship Summary).
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