Julie K Turner

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

• 11/2010 → 07/2021
  Wells Fargo Bank Na
  Thornton, CO
• 01/2013 → 11/2016
  Wells Fargo Advisors Llc
  Thornton, CO
• 11/2016 → 07/2021
  Wells Fargo Clearing Services, Llc
  Thornton, CO
• 10/2021 → 11/2022
  Morgan Stanley
  San Antonio, TX
• 11/2022 → Present
  Capfinancial Securities Llc
  Raleigh, NC
• 11/2022 → Present
  Capfinancial Partners Llc (Captrust)
  Raleigh, NC

Previous Registrations

• 2021-10-28 → 2023-01-09
  Morgan Stanley
  San Antonio, TX
• 2017-10-06 → 2021-08-03
  Wells Fargo Clearing Services, Llc
  Thornton, CO
  Greenwood Village, CO
  Denver, CO
  Denver, CO
  Austin, TX
  Waco, TX
  Waco, TX
  Fort Worth, TX

Other Businesses

Young Living; Investment related No; Lehi, Utah; Essential Oils; member (proprietor, partner, officer, director, employee, trustee, agent); 06/2020; During business hours: 0; After business hours: 1;

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-10-05
• S63 Uniform Securities Agent State Law Examination
  2013-03-12

Other Names

• Julie Katrina Wohlford
• Julie Katrina Cruz
• Julie Katrina Lindsey
• Julie Katrina Turner