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Detailed Report
Julie E Hagala
JULIE HAGALA, Julie Ellen Hagala, JULIE LAWSON, Jules Lawson
CRD#: 7262528
IA
Investment Adviser
B
Broker
PRIMERICA ADVISORSCRD#: 10111 41 LIBERTY HILL RD
BLDG 2 UNIT 201
HENNIKER, NH 03242
Registration History
20202021202220232024202520262 FIRMS2024 - Present (<1 year)BPFS INVESTMENTS INC. (CRD# 10111)2020 - 2023 (3 years)IAPRIMERICA ADVISORS (CRD# 10111)2021 - 2023 (2 years)
License(s)

State Registrations

B
Colorado 9/24/2024
IA
New Hampshire 8/20/2024
B
New Hampshire 8/8/2024

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
PRIMERICA ADVISORS (CRD#:10111)
41 LIBERTY HILL RD BLDG 2 UNIT 201, HENNIKER, NH 03242
Registered with this firm since 8/20/2024
B
PFS INVESTMENTS INC. (CRD#:10111)
41 LIBERTY HILL RD BLDG 2 UNIT 201, HENNIKER, NH 03242
Registered with this firm since 8/8/2024
Previous Registration(s)
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IA
 08/26/2021 - 10/11/2023 PRIMERICA ADVISORS (CRD#:10111) CONCORD, NH
B
 07/20/2020 - 10/11/2023 PFS INVESTMENTS INC. (CRD#:10111) CONCORD, NH
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.