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JF

Julie Fill

TRANSAMERICA FINANCIAL ADVISORS
Las Vegas, NV 89147
Some features on this profile are disabled
CRD#: 7956147
JF

Professional summary


Julie Fill, who also goes by Julie Daniella Pavlovic, Julie Daniella Pavlovic-fill, is a registered financial advisor currently at TRANSAMERICA FINANCIAL ADVISORS, LLC located in Las Vegas, Nevada.

Julie is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2024. Julie has worked at 1 firm and has passed the Series 65, Series 63, Series 6TO and SIE exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Julie Daniella Pavlovic | Julie Daniella Pavlovic-Fill

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.
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. PROFESSIONAL MASSAGE, INC/Investment Related - No/3560 S Polaris Ave Las Vegas, NV 89103/ Provides massage services to patrons./Massage Therapist/07.2017/24/0/ going around asking if anyone wants massage during poker games. NO WORRIES BOTANICALS/Investment Related - No/9916 Via Toro Ave Las Vegas, NV 89117/I formulate massage oils and balms LIFEWAVE/Investment Related - No/1501 South 40 East, Ste 330 Provo, UT 84606/Lifewave researches,/Brand Ambassador/09.23/4/0/There is nothing that I am responsible for, ambassador WEALTHWAVE ONE/Investment Related - Yes/6475 E Johns Crossing, Duluth, GA 30097, United States 770-418-0300/Creating content for the use of its members in the form of books, videos, personalized websites, personalized emails and a compilation of news broadcasts that featured the "How Money Works" and "How Money Works for Women" books./Financial Professional / Educator/08.2023/20/10/Use the materials provided. JULIE FILL, LLC/Investment Related - No/9916 Via Toro Ave Las Vegas, NV 89117 702-325-3012/Julie Fill, LLC is a pass-through entity/Owner, Managing Member/09.2004/12/0/Maintain financial and corporate records for Julie Fill, llc. XTREME REALTY/Investment Related - Yes/4326 W Cheyenne Ave N Las Vegas, NV 89032 702-384-7253/reality serviceWEALTHWAVE rep INVESTMENT Yes HOURS: 28 05/17/2024 6475 E Johns Crossing, Duluth GA 30097 WFG Co-Brand JULIE FILL, LLC (FORMERLY SUMMER GIRL 007, LTD) POSITION: Managing Member NATURE: Pass Through Entity INVESTMENT RELATED: No NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 0 START DATE: 09/23/2004 ADDRESS: 9916 Via Toro Ave, Las Vegas NV 89117, United States DESCRIPTION: There are no daily activities for this OBA. LIFEWAVE POSITION: Customer NATURE: Holistic Product Sales INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 09/29/2023 ADDRESS: Floor 5, 13893 Minuteman Dr, Draper UT 84020, United States DESCRIPTION: There are no daily activities. I use the product. The structure of the company allows for commissions to be paid to me for any products purchased by others. NO WORRIES BOTANICALS POSITION: Owner NATURE: Massage Topical Sales INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 02/06/2020 ADDRESS: 9916 Via Toro Ave, Las Vegas NV 89117, United States DESCRIPTION: This OBA does not require daily activity. I make the massage oils and balms two to three times a year. PROFESSIONAL MASSAGE INCORPORATED POSITION: Massage Therapist NATURE: Providing Massage Therapy INVESTMENT RELATED: No NUMBER OF HOURS: 24 SECURITIES TRADING HOURS: 0 START DATE: 07/14/2017 ADDRESS: 3560 S Polaris Ave, Las Vegas NV 89103, United States DESCRIPTION: I work for Professional Massage, Inc on Sundays for 6 hrs in the Wynn Poker room. My activities include providing massage while people are playing poker and maintaining a clean environment around our supplies station. XTREME REALTY POSITION: Realtor NATURE: Real Estate Sales, Property Management INVESTMENT RELATED: Yes NUMBER OF HOURS: 60 SECURITIES TRADING HOURS: 2 START DATE: 02/01/2024 ADDRESS: 4326 W Cheyenne AVe, N Las Vegas NV 89032, United States DESCRIPTION:Maintain relationships with clients WealthWaveDuluthGeorgiaUnited StatesYesRep 05/2024PRESENT NETLAW POSITION: No Title NATURE: NetLaw is an estate planning software that's built to bridge the gap between financial advisors, their clients, and estate planning attorneys. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 10/24/2025 ADDRESS: 12910 Shelbyville Rd?, Louisville KY 40243, United States DESCRIPTION: There are no daily activities. I am referring clients to use their services.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Julie Fill's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

CRS (Client Relationship Summary) - BD


Click below to view Julie Fill's CRS (Customer Relationship Summary).
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®
None

Experience


Current

May 27, 2025 - Present

TRANSAMERICA FINANCIAL ADVISORS, LLC

Office #1: 8875 W. Flamingo Rd. Suite 200, Las Vegas, NV 89147
RIA
BD
CRD#: 16164
Las Vegas, NV
Current

August 13, 2024 - Present

TRANSAMERICA FINANCIAL ADVISORS, LLC

Office #1: 8875 W. Flamingo Rd. Suite 200, Las Vegas, NV 89147
RIA
BD
CRD#: 16164
Las Vegas, NV

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".
TF
TRANSAMERICA FINANCIAL ADVISORS, LLC
IDEX DISTRIBUTORS, INC. | TRANSAMERICA FINANCIAL ADVISORS, LLC | TRANSAMERICA FINANCIAL ADVISORS, INC. | TRANSAMERICA FINANCIAL ADVISORS, INC | PIONEER WESTERN DISTRIBUTORS, INC. | INTERSECURITIES, INC.

CRD#: 16164 / SEC#: 801-38618, 8-33429

RIA
Registered Investment Advisory firm - SEC (5/16/1991 Approved)
BD
Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)

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.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Colorado
(8/13/2024)
RR
Nevada
(9/21/2024)
IAR
Nevada
(5/27/2025)

Exams


State Security Law Exam
IAR
Series 65
Date: 5/22/2025
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 6TO
Date: 8/13/2024
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


TF
TRANSAMERICA FINANCIAL ADVISORS, LLC
IDEX DISTRIBUTORS, INC. | TRANSAMERICA FINANCIAL ADVISORS, LLC | TRANSAMERICA FINANCIAL ADVISORS, INC. | TRANSAMERICA FINANCIAL ADVISORS, INC | PIONEER WESTERN DISTRIBUTORS, INC. | INTERSECURITIES, INC.

CRD#: 16164 / SEC#: 801-38618, 8-33429

RIA
Registered Investment Advisory firm - SEC (5/16/1991 Approved)
BD
Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)
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Contact information


Main Address
Two Liberty Place 50 South 16th Street, Suite 3700, Philadelphia, PA 19102
Mailing Address
6400 C St Sw, Cedar Rapids, IA 52499-0001
Phone number
(727) 299-1800
Established
Delaware since 12/28/1984
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Large
# of Employees
1,054

SEC notice filing (53 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

FINRA licenses (53 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Part 2 Brochures

TRANSAMERICA FINANCIAL ADVISORS, INC. FORM ADV, PART 2A (10/6/2025)

Direct owners and executive officers


NamePositionCRD#
AUSA HOLDING, LLCOWNER
BARRY, MICHELLE ANNEDIRECTOR, PRESIDENT, CEO2744539
BEITZEL, BRIANDIRECTOR, CHIEF FINANCIAL OFFICER6183770
COSTELLO, ROBERTCHIEF OPERATIONS OFFICER1349716
KRAMER, CHRISTINA DCHIEF COMPLIANCE OFFICER4406871
TJOA, NATHANIELCHIEF SUPERVISORY OFFICER4667709

Regulatory assets under management


Total Number of Accounts42,440
AUM (Assets Under Management)$ 1,730,669,809

Disclosures


Regulatory Event19
Arbitration3
Bond3

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.

Company Information


TRANSAMERICA FINANCIAL ADVISORS, LLC

CRD#: 16164Las Vegas, NV 89147

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