Unclaimed Profile

Julie D Comstock

PREMIER PRIVATE WEALTH, LLC·FRANKLIN, Tennessee

Clean recordPREMIER PRIVATE WEALTH, LLC

725 COOL SPRINGS BLVD., FRANKLIN, TN 37067CRD# 7369816Firm CRD# 314516

Profile Verification

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

Identity

Julie D Comstock · FRANKLIN, TN

Registration

CRD #7369816 · PREMIER PRIVATE WEALTH, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Julie D Comstock is a registered financial advisor based in FRANKLIN, Tennessee, affiliated with PREMIER PRIVATE WEALTH, 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

PREMIER PRIVATE WEALTH, LLC

AUM

$237M

Regulatory assets under management

Employees

Total firm employees

View all advisors at PREMIER PRIVATE WEALTH, LLC →

Services

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 7369816

Firm CRD# 314516

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Julie D Comstock offer?

Julie D Comstock specializes in Financial Planning, Investment Management. Contact their office in FRANKLIN, Tennessee for a consultation.

What are Julie D Comstock's credentials?

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

Where is Julie D Comstock located?

Julie D Comstock is based in FRANKLIN, Tennessee, working with PREMIER PRIVATE WEALTH, LLC. Their office serves clients in the FRANKLIN metropolitan area and surrounding communities.

How does Julie D Comstock charge for services?

Julie D Comstock's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PREMIER PRIVATE WEALTH, LLC?

PREMIER PRIVATE WEALTH, LLC has approximately 8 employees and manages $237M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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