Julia Evelyn Dorer

Employer firm

Truist Advisory Services, Inc. CRD 283390

$77.4B regulatory AUM 509 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Periodicals / newsletters
• WRAP FEE PRODUCT AND FINANCIAL PROFILING SERVICES USING DESKTOP SOFTWARE

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

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

Current Employers

Employment History

• 10/2020 → 12/2020
  Associate Staffing
  Charlotte, NC
• 10/2020 → 09/2021
  Wells Fargo Clearing Services Llc
  Charlotte, NC
• 07/2015 → 03/2021
  Chili's Grill & Bar
  Charlotte, NC
• 11/2018 → 10/2020
  Realpage, Inc
  Charlotte, NC
• 08/2015 → 05/2018
  Central Piedmont Community College Middle College High School
  Matthews, NC
• 08/2018 → 08/2020
  University Of North Carolina At Charlotte
  Charlotte, NC
• 10/2021 → Present
  Truist Investment Services, Inc.
  Charlotte, NC

Other Businesses

ERIC J. DORER REAL ESTATE POSITION: Administrative Assistant NATURE: Residential Real Estate - Eric J. Dorer is my Broker-in-Charge (BIC) and the firm holds my license. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 10/25/2018 ADDRESS: Salisbury, NC, United States DESCRIPTION: Assist in administrative functions during non-work hours for the broker. JULIA DORER POSITION: Owner/Landlord NATURE: Renting my previous residence located on Roswell Ave. in Charlotte, NC. I will be operating as property manager for my unit and hope to generate a small profit monthly to contribute to a reserve fund for property upkeep and maintenance. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2026 ADDRESS: Charlotte NC, United States DESCRIPTION: I am the owner and will be operating as landlord/property manager for my residential unit. I will be facilitating the entire process, including the residential rental contract and application for occupancy. The rental application requires a background check to be submitted to check for criminal & eviction history and provide a credit & income report review. If issues arise during the rental period, I will be managing the repairs through contractors. I will also collect the initial security deposit and monthly rent thereafter during the rental period.

Exams

• S66 Uniform Combined State Law Examination
  2023-06-17
• S63 Uniform Securities Agent State Law Examination
  2021-03-27

Other Names

• Julia Dorer