Julie Singer

Employer firm

Raymond James & Associates, Inc. CRD 705

$501B regulatory AUM 2,231 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

• 08/2015 → Present
  Raymond James And Associates
  Anderson, IN

Other Businesses

(1)Name of Business: American Cabaret Theatre, INC. Address: 924 N. Pennsylvania Street Suite B, Indianapolis, IN, 46204, United States Activity Type: Non profit Position/Title: Board Member, Finance/Investment Committee Member Investment Related: Yes Start Date: 01/01/2023 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Serving as a member of the finance committee

Exams

• S66 Uniform Combined State Law Examination
  2016-01-13

Designations

• Certified Financial Planner