Julie
Ralston
Vicus Capital, Inc
Answer a few questions and
get matched with an advisor.
About this Advisor
Julie Ralston is a financial advisor based out of State College, Pennsylvania. Ralston currently works for Vicus Capital, Inc. Over the course of their career, Ralston has held roles at Vicus Capital, Inc, Sheetz, Penn State Altoona Eiche Library, First Commonwealth Bank, Chili'S Bar & Grill, Balfurd, Inc, Papa John'S and Pennsylvania State University. Ralston has a Series 65 license, certifying them as an investment advisor representative, and is approved to advise clients in Pennsylvania. Vicus Capital, Inc is a financial advisory business that has its headquarters in State College, PA. The firm has offices in 40 locations and a total of 87 advisors. It administers $2 billion in assets among its 8,080 customer accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm provides financial advice to two charities and foundations. Of its 8,080 customer accounts, 30% belong to high-net-worth clients who have at least $1 million in assets available to invest. The business performs a broad set of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and educational seminars. Fees for financial management typically depend on the services offered. However, fee types billed by Vicus Capital, Inc likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Vicus Capital, Inc Brokerage Details
$2,014,773,022
87
8,080
$249,353
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Julie Ralston Work History
Julie has been registered as a financial advisor for 0 years.*
Vicus Capital, Inc
Sheetz
Penn State Altoona Eiche Library
Pennsylvania State University
First Commonwealth Bank
Chili'S Bar & Grill
Balfurd, Inc
Papa John'S
*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 Ralston 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 Vicus Capital, Inc
New York, NY
State College, PA
Bridgewater, NJ
State College, PA
State College, PA
Columbia, MD
State College, PA
State College, 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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
