250 E. 96th Street, Suite 250, Indianapolis, IN, 46240
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Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Julie provides investment advisory services through Charter Advisory Corporation, dedicating about 20% of her time. She is also a non-variable insurance agent/representative through Charter Insurance and Charter Advisory Corporation, spending minimal time on this activity.