Julie Thompson Manning

Current Employers

Employment History

• 01/1996 → Present
  Aflac
  Midlothian, VA
• 11/2014 → 03/2019
  Financial Dynamics And Associates
  Midlothian, VA
• 03/2016 → 03/2019
  Global Financial Private Capital, Llc
  Sarasota, FL
• 03/2019 → Present
  C2P Capital Advisory Group, Llc Dba Prosperity Capital Advisors
  Westlake, OH
• 04/2019 → Present
  Keystone Wealth Management, Llc (D.b.a. For Advisory Business)
  Powhatan, VA

Previous Registrations

• 2016-03-17 → 2019-03-18
  Global Financial Private Capital, Inc.
  Chester, VA
  Sarasota, FL
  Midlothian, VA

Other Businesses

1) Julie Manning is an agent of and receives residual trails from AFLAC insurance company. She no longer is active in this activity. 2) Julie Manning works with the local chapter of the American Financial Education Alliance (AFEA). Ms. Manning conducts seminars to help eliminate financial illiteracy as part of his marketing efforts. Ms. Manning spends approximately five hours per month on this activity during non-trading hours. There are no product sales or company names mentioned at these seminars. 3) Julie Manning is the Owner of Keystone Wealth Management, LLC which is the operating entity for Ms. Manning's advisory and insurance business and the dba she uses to promote her advisory activities. Ms. Manning spends approximately forty hours per week during trading hours working under this entity. 4) Julie Manning is a licensed insurance agent conducting business from her registered location. In this capacity, she may offer fixed insurance products including but not to limited life insurance, annuities, disability insurance, long term care insurance and Medicare supplements and receives normal and customary commissions as a result of any sales. In addition, she may receive other compensation such as fixed life trails. Julie Manning spends approx. 10 hrs/week during trading hours on this activity.

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-02-02
• S63 Uniform Securities Agent State Law Examination
  2013-04-10

Other Names

• Julie Thompson
• Julie Smith
• Julie Wray
• Julie Prior
• Julie S. Thompson
• Julie Thompson Prior
• Julie Smith Thompson