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Julie Bourne Wallace

NATHAN ANDREW LLC·LEXINGTON, Kentucky
Clean recordNATHAN ANDREW LLC
3684 HORSEMINT TRAIL, LEXINGTON, KY 40509CRD# 6742950Firm CRD# 285981

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Julie Bourne Wallace · LEXINGTON, KY
Registration
CRD #6742950 · NATHAN ANDREW LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Julie Bourne Wallace is a registered financial advisor based in LEXINGTON, Kentucky, affiliated with NATHAN ANDREW LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
WALLACE HART LLC
WALLACE HART CAPITAL MANAGEMENT
AUM
$234M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at WALLACE HART LLC →
Services
Financial planning
Portfolio management (individuals)
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 6742950
Firm CRD# 285981
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Julie Bourne Wallace offer?
Julie Bourne Wallace specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in LEXINGTON, Kentucky for a consultation.
What are Julie Bourne Wallace's credentials?
Julie Bourne Wallace is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Julie Bourne Wallace located?
Julie Bourne Wallace is based in LEXINGTON, Kentucky, working with NATHAN ANDREW LLC. Their office serves clients in the LEXINGTON metropolitan area and surrounding communities.
How does Julie Bourne Wallace charge for services?
Julie Bourne Wallace's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is NATHAN ANDREW LLC?
NATHAN ANDREW LLC has approximately 5 employees and manages $234M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at NATHAN ANDREW LLC

Jeremy Nathan Wallace
LEXINGTON, KY
Michael Andrew Hart
LEXINGTON, KY
Jessica Louise Bedell
LEXINGTON, KY

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Kentucky
LOUISVILLE (242)COVINGTON (53)FT. WRIGHT (21)PROSPECT (9)BOWLING GREEN (7)WADDY (6)RICHMOND (5)ELIZABETHTOWN (5)HEBRON (5)FT. MITCHELL (4)
City Guides
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Research
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