Julie Ann Douglas Maddox

Employer firm

Great Valley Advisor Group, LLC CRD 123913

$10.6B regulatory AUM 55 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars
• CONSULTING SERVICES

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

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

Current Employers

Employment History

• 06/1972 → 09/2019
  The Prudential Insurance Company Of America
  Wauwatosa, WI
• 06/1972 → 05/2018
  Pruco Securities,Llc
  Wauwatosa, WI
• 09/2019 → Present
  Lpl Financial
  Brookfield, WI
• 09/2019 → Present
  Great Valley Advisor Group
  Wilmington, DE

Previous Registrations

• 1997-09-11 → 2018-05-14
  Pruco Securities, Llc.
  Beloit, WI
  Wauwatosa, WI
  Milwaukee, WI
  Beloit, WI
  Wauwatosa, WI
  Brookfield, WI
  Brookfield, WI

Other Businesses

1)06/1972 - Non-Variable Insurance - JULIE A DOUGLAS - 50% - INVESTMENT RELATED - MENOMONEE FALLS, WI 53051 2)09/2019 - DBA for LPL Business (entity for LPL business) - Next Level Planning & Wealth Management - 100% - INVESTMENT RELATED - BROOKFIELD, WI 53045 3. 09/17/2019 - Great Valley Advisor Group, Inc. - Investment related - At reported business location(s) - Registered Investment Advisor Hybrid - start date:9/16/19 - 80 hrs/mo - 50 % time spent - I provide investment advisory services through Great Valley Advisor Group, Inc., an independent investment advisor firm. I started this business activity in September 2019. I expect to spend approximately 80 hours per month on this activity. Please see the advisory firm¿s Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 4. 09/17/2019 - Great Valley Advisor Group, Inc. - DBA:Next Level Planning & Wealth Management - Investment related - At reported business location(s) - Registered Investment Advisor DBA - start date:9/16/19 - 50% time spent.

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-01-22
• S63 Uniform Securities Agent State Law Examination
  1983-03-15

Designations

• Certified Financial Planner

Other Names

• Julie A. Douglas Maddox
• Julie Ann Douglas
• Julie Douglas