Unclaimed Profile

Julina Lee Ogilvie

PRINCIPLE WEALTH PARTNERS LLC·MADISON, Connecticut

Clean recordPRINCIPLE WEALTH PARTNERS LLC

670 BOSTON POST ROAD, MADISON, CT 06443CRD# 2928883Firm CRD# 290180

Profile Verification

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

Identity

Julina Lee Ogilvie · MADISON, CT

Registration

CRD #2928883 · PRINCIPLE WEALTH PARTNERS LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Julina Lee Ogilvie is a registered financial advisor based in MADISON, Connecticut, affiliated with PRINCIPLE WEALTH PARTNERS LLC. 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

PRINCIPLE WEALTH PARTNERS LLC

PRINCIPLE WEALTH

AUM

$2.2B

Regulatory assets under management

Employees

Total firm employees

View all advisors at PRINCIPLE WEALTH PARTNERS LLC →

Services

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 2928883

Firm CRD# 290180

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Julina Lee Ogilvie offer?

Julina Lee Ogilvie specializes in Financial Planning, Investment Management. Contact their office in MADISON, Connecticut for a consultation.

What are Julina Lee Ogilvie's credentials?

Julina Lee Ogilvie is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Julina Lee Ogilvie located?

Julina Lee Ogilvie is based in MADISON, Connecticut, working with PRINCIPLE WEALTH PARTNERS LLC. Their office serves clients in the MADISON metropolitan area and surrounding communities.

How does Julina Lee Ogilvie charge for services?

Julina Lee Ogilvie's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PRINCIPLE WEALTH PARTNERS LLC?

PRINCIPLE WEALTH PARTNERS LLC has approximately 25 employees and manages $2.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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