Julia
Popova
Sagespring Wealth Partners
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About this Advisor
Julia Popova is a certified financial planner working out of Brentwood, Tennessee, with 1 year of relevant experience. Popova works at Sagespring Wealth Partners. The advisor has gained experience at Ubs Financial Services Inc, University Of California, San Diego, Merrill Lynch, Pierce, Fenner & Smith Inc, Ubs Financial Services, Inc, Raymond James Financial Services, Southwestern Investment Group and Sagespring Wealth Partners. Popova has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Tennessee. Sagespring Wealth Partners is a financial advisory business headquartered in Franklin, TN. It has offices in 13 locations and a total of 170 employees. It controls $4 billion in total assets among its 27,053 accounts, placing it among the biggest investment advisory firms in the country by assets under management. Of its 27,053 client accounts, just 8% belong to high-net-worth clients who have at least $1 million in assets. The business provides a set of services, including financial planning services and portfolio management for individuals and small businesses. Financial advisory fee schedules typically depend on which services the firm provides the client. However, fee types billed by Sagespring Wealth Partners most likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Sagespring Wealth Partners Brokerage Details
$4,277,447,071
170
27,053
$158,114
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Julia Popova Work History
Julia has been registered as a financial advisor for 1 years.*
Raymond James Financial Services
Sagespring Wealth Partners
Southwestern Investment Group
Merrill Lynch, Pierce, Fenner & Smith Inc
Ubs Financial Services, Inc
Ubs Financial Services, Inc
Ubs Financial Services Inc
University Of California, San Diego
*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 Julia Popova 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 Sagespring Wealth Partners
Franklin, TN
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Franklin, TN
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Birmingham, AL
Clarinda, IA
Omaha, NE
Frisco, TX
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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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.
