Julie
Rich
Moran Wealth Management, LLC
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About this Advisor
Julie Rich is a financial advisor based out of Naples, Florida who has 1 year of industry experience. Rich is currently employed by Moran Wealth Management, LLC. Over the course of their career, Rich has held roles at Charles Schwab & Co., Inc, Charles Schwab Bank, Wells Fargo Advisors Financial Network, LLC and Moran Wealth Management, LLC. Rich holds Series 63, Series 65 and Series 66 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Florida and Texas. Moran Wealth Management, LLC is a financial advisory firm operating out of Naples, FL. The company has a total of 37 financial advisors. It administers $4 billion in total assets among its 11,190 client accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm serves 21 charitable organizations. Of its 11,190 accounts, 67% are associated with high-net-worth individuals who have greater than $1 million in assets. The advisory firm offers a set of services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. A financial advisor's fees usually are based on which services are provided. However, fees charged by Moran Wealth Management, LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Moran Wealth Management, LLC Brokerage Details
$4,052,369,937
37
11,190
$362,142
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Julie Rich Work History
Julie has been registered as a financial advisor for 1 years.*
Moran Wealth Management, LLC
Wells Fargo Advisors Financial Network, LLC
Charles Schwab & Co., Inc
Charles Schwab Bank
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Julie Rich to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Moran Wealth Management, LLC
Naples, FL
Naples, FL
Naples, FL
Naples, FL
Naples, FL
Naples, FL
Naples, FL
Naples, FL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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