Unclaimed Profile

Julie Louise Smith

TOUCHSTONE ADVISORS INC·CINCINNATI, Ohio

SIE, Series 6, Series 7TO, Series 24, Series 26, Series 63, Series 99TOClean recordTOUCHSTONE ADVISORS INC

303 BROADWAY, CINCINNATI, OH 45202-4203CRD# 3199707Firm CRD# 107028

Profile Verification

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

Identity

Julie Louise Smith · CINCINNATI, OH

Registration

CRD #3199707 · TOUCHSTONE ADVISORS INC

Brand Profile

Not yet started

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7TO

Series 24

Series 26

Series 63

Series 99TO

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

TOUCHSTONE ADVISORS INC

CRD 107028 · SEC 801-45963

AUM

$26.7B

Regulatory assets under management

Employees

39 client accounts

Services offered by TOUCHSTONE ADVISORS INC

Per Form ADV

Portfolio management (pooled investments)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Institutional Investors

View all advisors at TOUCHSTONE ADVISORS INC →

Introduction

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Frequently Asked Questions

What services does Julie Louise Smith offer?

Julie Louise Smith specializes in Investment Management, Fee-Only Advisory. Contact their office in CINCINNATI, Ohio for a consultation.

What are Julie Louise Smith's credentials?

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

Where is Julie Louise Smith located?

Julie Louise Smith is based in CINCINNATI, Ohio, working with TOUCHSTONE ADVISORS INC. Their office serves clients in the CINCINNATI metropolitan area and surrounding communities.

How does Julie Louise Smith charge for services?

Julie Louise Smith'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 TOUCHSTONE ADVISORS INC?

TOUCHSTONE ADVISORS INC has approximately 84 employees and manages $26.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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