Unclaimed Profile

Julia Megan Randall

NORTHSTAR FINANCIAL COMPANIES, INC.·CONSHOHOCKEN, Pennsylvania

SIE, Series 7, Series 24, Series 66Clean record19 years registeredNORTHSTAR FINANCIAL COMPANIES, INC.

1100 E. HECTOR ST, CONSHOHOCKEN, PA 19428CRD# 5073235Firm CRD# 119396

Profile Verification

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

Identity

Julia Megan Randall · CONSHOHOCKEN, PA

Registration

CRD #5073235 · NORTHSTAR FINANCIAL COMPANIES, INC. · 19 years registered

Brand Profile

Not yet started

Career History

NORTHSTAR FINANCIAL COMPANIES, INC.

Jun 2008 – present

LONGVIEW WEALTH MANAGEMENT

Jan 2018 – Dec 2018

Conshohocken, PA

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Mar 2008 – Sep 2010

CONSHOHOCKEN, PA

COMMONWEALTH FINANCIAL NETWORK

Oct 2006 – Mar 2008

CONSHOHOCKEN, PA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 66

Registration record

First registered · October 2, 2006

Years registered · 19

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

NORTHSTAR FINANCIAL COMPANIES, INC.

CRD 119396 · SEC 801-115004

AUM

$285M

Regulatory assets under management

Employees

984 client accounts

Services offered by NORTHSTAR FINANCIAL COMPANIES, 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 NORTHSTAR FINANCIAL COMPANIES, INC. →

Introduction

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Frequently Asked Questions

What services does Julia Megan Randall offer?

Julia Megan Randall specializes in Financial Planning, Investment Management. Contact their office in CONSHOHOCKEN, Pennsylvania for a consultation.

What are Julia Megan Randall's credentials?

Julia Megan Randall is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Julia Megan Randall located?

Julia Megan Randall is based in CONSHOHOCKEN, Pennsylvania, working with NORTHSTAR FINANCIAL COMPANIES, INC.. Their office serves clients in the CONSHOHOCKEN metropolitan area and surrounding communities.

How does Julia Megan Randall charge for services?

Julia Megan Randall's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is NORTHSTAR FINANCIAL COMPANIES, INC.?

NORTHSTAR FINANCIAL COMPANIES, INC. has approximately 4 employees and manages $285M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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