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Julie Ann Pritchard

KIPP FINANCIAL GROUP, INC.·VENTURA, California
SIE, Series 6Clean recordKIPP FINANCIAL GROUP, INC.
950 COUNTY SQUARE DRIVE, VENTURA, CA 93003CRD# 2960716Firm CRD# 108811

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Julie Ann Pritchard · VENTURA, CA
Registration
CRD #2960716 · KIPP FINANCIAL GROUP, INC.
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 6
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
KIPP FINANCIAL GROUP, INC.
CRD 108811 · SEC 801-36879
AUM
$124M
Regulatory assets under management
Employees
4
1,059 client accounts
Services offered by KIPP FINANCIAL GROUP, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at KIPP FINANCIAL GROUP, INC. →
Introduction

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04

Frequently Asked Questions

What services does Julie Ann Pritchard offer?
Julie Ann Pritchard specializes in Financial Planning, Investment Management. Contact their office in VENTURA, California for a consultation.
What are Julie Ann Pritchard's credentials?
Julie Ann Pritchard is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Julie Ann Pritchard located?
Julie Ann Pritchard is based in VENTURA, California, working with KIPP FINANCIAL GROUP, INC.. Their office serves clients in the VENTURA metropolitan area and surrounding communities.
How does Julie Ann Pritchard charge for services?
Julie Ann Pritchard's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is KIPP FINANCIAL GROUP, INC.?
KIPP FINANCIAL GROUP, INC. has approximately 4 employees and manages $124M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at KIPP FINANCIAL GROUP, INC.

Stephen Joseph Kipp
VENTURA, CA

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Research
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