Julie Albright is a registered investment advisor, based in Sparta, MI, with 12 years of industry experience.
Location
Sparta, MI
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Julie is the President of the Bedford Falls Homeowners Association since August 2024. She dedicates a few hours per week to this uncompensated role.
Employment History
Current Registrations
Acorns
March 2024 - Present · 2 yrs 1 mo
Acorns Securities, LLC
March 2024 - Present · 2 yrs 1 mo
Acorns Securities, LLCBroker
March 2024 - Present · 2 yrs 1 mo
Previous Registrations
USA Financial Securities Corporation
January 2017 - March 2024 · 7 yrs 2 mos
USA Financial Securities CorporationBroker
March 2016 - March 2024 · 8 yrs
First Heartland Capital, INC.Broker
May 2013 - March 2016 · 2 yrs 10 mos
State Registrations2 states
CAMI
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.