Unclaimed Profile

Julie Ann Hein

L. ROY PAPP & ASSOCIATES, LLP·PHOENIX, Arizona

Clean recordL. ROY PAPP & ASSOCIATES, LLP

2201 E. CAMELBACK ROAD, PHOENIX, AZ 85016CRD# 2116306Firm CRD# 105130

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Julie Ann Hein · PHOENIX, AZ

Registration

CRD #2116306 · L. ROY PAPP & ASSOCIATES, LLP

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Julie Ann Hein is a registered financial advisor based in PHOENIX, Arizona, affiliated with L. ROY PAPP & ASSOCIATES, LLP. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Wealth Management

Fee-Only Advisory

Client Types

Individuals

Institutional Investors

Introduction

Speak with Julie

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Julie is the right fit? Take our 2-minute quiz →

Firm Overview

Firm

L. ROY PAPP & ASSOCIATES, LLP

AUM

$1.4B

Regulatory assets under management

Employees

Total firm employees

View all advisors at L. ROY PAPP & ASSOCIATES, LLP →

Services

Portfolio management (individuals)

Portfolio management (pooled investments)

Selection of other advisers

Publication of periodicals/newsletters

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 2116306

Firm CRD# 105130

View on FINRA BrokerCheck →

Looking for a financial advisor in PHOENIX?

Browse all registered financial advisors in PHOENIX, Arizona or claim this profile if it's yours.

Browse PHOENIX Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Julie Ann Hein offer?

Julie Ann Hein specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in PHOENIX, Arizona for a consultation.

What are Julie Ann Hein's credentials?

Julie Ann Hein is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Julie Ann Hein located?

Julie Ann Hein is based in PHOENIX, Arizona, working with L. ROY PAPP & ASSOCIATES, LLP. Their office serves clients in the PHOENIX metropolitan area and surrounding communities.

How does Julie Ann Hein charge for services?

Julie Ann Hein's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is L. ROY PAPP & ASSOCIATES, LLP?

L. ROY PAPP & ASSOCIATES, LLP has approximately 10 employees and manages $1.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →