Julie Ann Fuller

Employer firm

Captrust CRD 175112

$1.24T regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 04/2011 → 11/2022
  Commonwealth Financial Network
  Waltham, MA
• 04/2011 → 11/2022
  Generations Wealth Management, Llc
  West Des Moines, IA
• 11/2022 → Present
  Capfinancial Partners Llc (Captrust)
  Raleigh, NC
• 11/2022 → Present
  Capfinancial Securities Llc
  Raleigh, NC

Previous Registrations

• 2011-04-15 → 2022-11-17
  Commonwealth Financial Network
  West Des Moines, IA
  Omaha, NE
• 2010-04-06 → 2011-04-18
  Securities America Advisors, Inc.
  West Des Moines, IA
• 2009-04-08 → 2009-12-09
  Investment Advisors Corp
  West Des Moines, IA
  West Des Moines, IA
• 2006-08-24 → 2009-02-05
  Deloitte Investment Advisors Llc
  Cincinnati, OH
• 2004-07-06 → 2005-09-12
  Deloitte Investment Advisors Llc
  Des Moines, IA

Other Businesses

CPA/Sole Proprietor, doing business under the name Julie A. Fuller, CPA, providing tax consulting and tax compliance services; Conducted at my home; Not investment related.

Exams

• S63 Uniform Securities Agent State Law Examination
  2010-02-04
• S65 Uniform Investment Adviser Law Examination
  2003-12-17

Designations

• Certified Financial Planner

Other Names

• Julie Ann Witt