Unclaimed Profile

Julie Anne Waitman

VERUS FINANCIAL PARTNERS, INC.·RICHMOND, Virginia

Series 6, Series 7, Series 24, Series 53, Series 63, Series 6528 years registeredVERUS FINANCIAL PARTNERS, INC.

9030 STONY POINT PARKWAY, RICHMOND, VA 23235CRD# 2408592Firm CRD# 106744

Profile Verification

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

Identity

Julie Anne Waitman · RICHMOND, VA

Registration

CRD #2408592 · VERUS FINANCIAL PARTNERS, INC. · 28 years registered

Brand Profile

Not yet started

Career History

VERUS FINANCIAL PARTNERS

Mar 1998 – present

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 24

Series 53

Series 63

Series 65

Registration record

First registered · March 23, 1998

Years registered · 28

Disclosure History

2022Customer Dispute·Settled

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

VERUS FINANCIAL PARTNERS, INC.

CRD 106744 · SEC 801-41983

AUM

$921M

Regulatory assets under management

Employees

1,901 client accounts

Services offered by VERUS FINANCIAL PARTNERS, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at VERUS FINANCIAL PARTNERS, INC. →

Introduction

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Frequently Asked Questions

What services does Julie Anne Waitman offer?

Julie Anne Waitman specializes in Financial Planning, Investment Management. Contact their office in RICHMOND, Virginia for a consultation.

What are Julie Anne Waitman's credentials?

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

Where is Julie Anne Waitman located?

Julie Anne Waitman is based in RICHMOND, Virginia, working with VERUS FINANCIAL PARTNERS, INC.. Their office serves clients in the RICHMOND metropolitan area and surrounding communities.

How does Julie Anne Waitman charge for services?

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

How large is VERUS FINANCIAL PARTNERS, INC.?

VERUS FINANCIAL PARTNERS, INC. has approximately 20 employees and manages $921M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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