Julie Hilliard Wilson

Employer firm

Onedigital CRD 106766

$155B regulatory AUM 175 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2012 → 05/2017
  Massachusetts Mutual Life Insurance Company
  Springfield, MA
• 05/2014 → 05/2017
  Mml Distributors, Llc
  Braintree, MA
• 05/2017 → 09/2021
  Lockton Companies, Llc
  Charlotte, NC
• 05/2017 → 09/2021
  Lockton Investment Advisors
  Charlotte, NC
• 05/2017 → 09/2021
  Lockton Financial Advisors, Llc
  Charlotte, NC
• 09/2021 → Present
  Onedigital Investment Advisors Llc
  Overland Park, KS

Previous Registrations

• 2018-01-30 → 2021-06-25
  Lockton Investment Advisors, Llc
  Charlotte, NC
  Overland Park, KS
• 2008-02-29 → 2012-10-25
  Mmc Securities Llc
  Charlotte, NC
• 2004-03-23 → 2006-12-11
  Choreo, Llc
  Raleigh, NC

Other Businesses

FIXED INSURANCE SALES AND SERVICE; INVESTMENT RELATED; 4141 PARKLAKE AVE, STE 110, RALEIGH, NC 27612; AGENT; 4/29/1998; 4 HRS/MO; 1 HR DURING TRADING; SALES AND SERVICE OF NON-VARIABLE INSURANCE PRODUCTS.

Exams

• S66 Uniform Combined State Law Examination
  2018-01-30
• S65 Uniform Investment Adviser Law Examination
  2004-03-22
• S63 Uniform Securities Agent State Law Examination
  1999-02-24

Other Names

• Julie Wilson Pridgen
• Julie Wilson Pridgen
• Julie Hilliard Wilson
• Julie Wilson
• Julie Wilson Alford
• Julie Hilliard Alford