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Julie Lynn Swanson

MONROE VOS CONSULTING, INC.·HOUSTON, Texas
SIE, Series 7, Series 27, Series 63, Series 99TOClean recordMONROE VOS CONSULTING, INC.
1001 MCKINNEY, HOUSTON, TX 77002CRD# 1412892Firm CRD# 107315

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Julie Lynn Swanson · HOUSTON, TX
Registration
CRD #1412892 · MONROE VOS CONSULTING, INC.
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 27
Series 63
Series 99TO
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
MONROE VOS CONSULTING, INC.
CRD 107315 · SEC 801-48058
AUM
$5.9B
Regulatory assets under management
Employees
17
578 client accounts
Services offered by MONROE VOS CONSULTING, INC.
Per Form ADV
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
View all advisors at MONROE VOS CONSULTING, INC. →
Introduction

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Frequently Asked Questions

What services does Julie Lynn Swanson offer?
Julie Lynn Swanson specializes in Investment Management, Wealth Management. Contact their office in HOUSTON, Texas for a consultation.
What are Julie Lynn Swanson's credentials?
Julie Lynn Swanson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Julie Lynn Swanson located?
Julie Lynn Swanson is based in HOUSTON, Texas, working with MONROE VOS CONSULTING, INC.. Their office serves clients in the HOUSTON metropolitan area and surrounding communities.
How does Julie Lynn Swanson charge for services?
Julie Lynn Swanson's firm is compensated through percentage of aum, subscription fees, other: a percentage of assets not under our direct management. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MONROE VOS CONSULTING, INC.?
MONROE VOS CONSULTING, INC. has approximately 17 employees and manages $5.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at MONROE VOS CONSULTING, INC.

Timothy Alston Rucker Callahan
HOUSTON, TX
Jamison Monroe
HOUSTON, TX
Timothy John Vos
HOUSTON, TX

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