Julianna
Peeples
Belpointe Asset Management LLC
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About this Advisor
Julianna Peeples is a financial advisor based in Mount Pleasant, South Carolina, working with Belpointe Asset Management LLC. Julianna has previously held positions at Raymond James Financial Services, New York Life, Baseline, Pure Insurance, Student, Jeter Hrubala Wealth Strategies, Raymond James Financial Services Advisors, Inc, Belpointe Asset Management, LLC, Opus Wealth Management, and Homemaker. Julianna has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in South Carolina. Currently, Julianna is part of Belpointe Asset Management LLC, which operates out of Mount Pleasant, South Carolina. The firm has 95 offices and 215 employees. The firm manages assets totaling $4.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Belpointe Asset Management LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Belpointe Asset Management LLC Brokerage Details
$4,300,001,521
215
22,446
$191,571
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Julianna Peeples Work History
Belpointe Asset Management, LLC
Opus Wealth Management
Homemaker
Raymond James Financial Services Advisors, Inc
Raymond James Financial Services
Jeter Hrubala Wealth Strategies
New York Life
Baseline
Pure Insurance
Student
Disclosures
Please visit the SEC profile of Julianna Peeples to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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