JW

Julie Ann Worley

8 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)
Number of Advisors
8 advisors
Number of Clients
1,038 clients
Average Client Portfolio
$182K average
Assets Under Management
$188.7M

Fee Structure

Financial Plan Fee:$500 - $10,000

Resolute Capital charges an annual portfolio management fee based on a percentage of assets under management, ranging up to 1.40%. Financial planning services are offered for a fixed fee ranging from $500 to $10,000, depending on complexity. Fees may be negotiated. Insurance commissions are earned separately by financial professionals.

Areas of Practice
Investment ManagementRetirement PlanningEducation PlanningEstate PlanningTax PlanningInsurance PlanningHigh Net Worth
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Advisor Information

Office location

501 River Street, Suite 101, Greenville, SC, 29601

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Julie works as an advisory representative of a registered investment advisor, dedicating about half her time to investment-related activities. She also owns rental property, requiring minimal time.

Employment History
Current Registrations
Resolute Capital, LLC
January 2024 - Present · 2 yrs
Previous Registrations
Cambridge Investment Research Advisors, INC.
August 2018 - June 2023 · 4 yrs 10 mos
Cambridge Investment Research, INC.Broker
August 2018 - June 2023 · 4 yrs 10 mos
Raymond James Financial Services Advisors, INC
February 2018 - August 2018 · 6 mos
Raymond James Financial Services, INC.Broker
July 2016 - August 2018 · 2 yrs 1 mo
State Registrations1 state
NC
Advisor
Exams
No exam information available for this advisor.
Julie Ann Worley - Financial Advisor | AdvisorDiscover