JV
JV

Julie Erin Vann

1 Year of Experience
1 DisclosureBroker
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)
Firm Size
29 advisors
Number of Clients
705 clients
Average Client Portfolio
$64.2M average
Assets Under Management
$45.3B

Fee Structure

Minimum Investment:$100K
Financial Planning:Investment management only
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Location

2300 North Ridgetop Road, Santa Fe, NM, 87506

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History

Regulatory History (1)
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Criminal
September 2005
Final Disposition
Employment History
Current Registrations
Thornburg Investment Management INC
October 2024 - Present · 1 yr 4 mos
Thornburg Securities LLCBroker
August 2024 - Present · 1 yr 6 mos
State Registrations1 state
NM
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Julie Erin Vann - Financial Advisor | TrueAdvisor