Unclaimed Profile

Julie Ann Pritchard

KIPP FINANCIAL GROUP, INC.·VENTURA, California

Clean 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

Disclosure history

Clean record · no disclosure events on file

About

Julie Ann Pritchard is a registered financial advisor based in VENTURA, California, affiliated with KIPP FINANCIAL GROUP, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

KIPP FINANCIAL GROUP, INC.

AUM

$124M

Regulatory assets under management

Employees

Total firm employees

View all advisors at KIPP FINANCIAL GROUP, INC. →

Services

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Commissions

Regulatory

SEC/IARD CRD# 2960716

Firm CRD# 108811

View on FINRA BrokerCheck →

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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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