Julie Clarkson Mullikin

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 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

• 04/2016 → 01/2018
  Bb&T
  Homewood, AL
• 01/2018 → 03/2020
  Bb&T
  Mount Pleasant, SC
• 08/2020 → Present
  Raymond James Financial Services, Inc.
  Easley, SC
• 01/2021 → Present
  Pinnacle Financial Partners/Pinnacle Bank
  Greenville, TN
• 08/2020 → Present
  Raymond James Financial Services Advisors, Inc.
  Easley, SC
• 03/2020 → 01/2021
  Pinnacle Bank
  Greenville, LA

Previous Registrations

• 2018-01-02 → 2020-03-02
  Bb&T Securities, Llc
  Charlotte, NC
  Birmingham, AL
  Charleston, SC
  Mt. Pleasant, SC
• 2007-01-04 → 2018-01-02
  Bb&T Investment Services, Inc.
  Greenville, SC
  Charlotte, NC
  Homewood, AL

Other Businesses

5098735(1)Name of Business: Buncombe Street Methodist Church Endowment Board Address: 200 Buncombe Street, Greenville, SC, 29601, United States Activity Type: Non profit Position/Title: Officer - Treasurer, Board Member Investment Related: Yes Start Date: 08/30/2023 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: 1. Appointment & remove officers agents, committee members of the endowment. \n2. Conduct, manage & control the affairs & business of the Endowment.\n3. Manage & invest the Endowment's funds in accordance with the by-laws and exhibit good faith & care as an ordinary prudent person.\n4. Distribute income and profits from endowment to specified ministries within the Church. (2)Name of Business: Pinnacle Asset Management Address: 550 E Mcbee Ave, Greenville, SC, 29601, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 01/06/2021 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Licensed Bank Advisor (LBA), refer potential investment clients to our RJFS Advisor's, no RJFS client accounts under my rep #

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-12-20
• S63 Uniform Securities Agent State Law Examination
  2006-04-06

Designations

• Certified Financial Planner

Other Names

• Julie Clarkson
• Julie Marie Clarkson