Julie
Macdade
Ivc Wealth Advisors LLC
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About this Advisor
Julie Macdade is a financial advisor based in Silverdale, Pennsylvania, who has 2 years of industry experience. Macdade is on the advisory team at Ivc Wealth Advisors LLC. Over the course of their career, they have held roles at Oppenheimer & Co Inc, Wells Fargo Advisors, LLC, Wells Fargo Clearing Services, LLC, Kestra Financial, LLC, Private Client Services and Ivc Wealth Advisors LLC. Macdade has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can advise clients in Pennsylvania. Ivc Wealth Advisors LLC is an advisory business based in Silverdale, PA. It handles $318 million in total assets between its 1,165 client accounts, making it one of the mid-sized investment advisory firms in the nation by assets under management. The firm serves 10 charities and foundations. Of its 1,165 accounts, just 12% are held by high-net-worth individuals who have more than $1 million in assets available to invest. The company provides a set of services, such as portfolio management for individuals and small businesses and pension consulting services. Financial advisory fees typically are based on which services are provided. Fee types charged by Ivc Wealth Advisors LLC likely include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Ivc Wealth Advisors LLC Brokerage Details
$318,287,898
8
1,165
$273,208
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Julie Macdade Work History
Julie has been registered as a financial advisor for 2 years.*
Private Client Services
Ivc Wealth Advisors LLC
Kestra Financial, LLC
Wells Fargo Clearing Services, LLC
Wells Fargo Advisors, LLC
Oppenheimer & Co Inc
*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 Macdade 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 Ivc Wealth Advisors LLC
Silverdale, PA
Silverdale, PA
Silverdale, PA
Silverdale, PA
Silverdale, PA
Silverdale, PA
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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