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Detailed Report
JULIE E FULLER
JULIE E BOYER
CRD#: 6039558
IA
Investment Adviser
B
Broker
MONEY CONCEPTS ADVISORY SERVICECRD#: 12963 100 SOUTH MAIN AV STE 206
SIDNEY, OH 45365
Registration History
Oct2022AprJulOct2023AprJulOct2024AprJulOct2025AprJulOct2026IAMONEY CONCEPTS ADVISORY SERVICE (CRD# 12963)2023 - Present (2 years)BMONEY CONCEPTS CAPITAL CORP (CRD# 12963)2022 - Present (2 years)
License(s)

State Registrations

B
California 7/2/2024
B
Ohio 1/10/2023
B
Indiana 11/9/2023
IA
Ohio 1/10/2023

SRO Registrations

B
 FINRA

View Exams Passed by the individual in the detailed report

Learn about permitted activities of registered representatives

Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
MONEY CONCEPTS ADVISORY SERVICE (CRD#:12963)
100 SOUTH MAIN AV STE 206, SIDNEY, OH 45365
Registered with this firm since 1/10/2023
B
MONEY CONCEPTS CAPITAL CORP (CRD#:12963)
100 SOUTH MAIN AV STE 206, SIDNEY, OH 45365
Registered with this firm since 7/19/2022
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
B
Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.