Julie Macdade (CRD# 5842705) is an Investment Advisor Representative working at Ivc Wealth Advisors LLC in Silverdale, PA and has over 10 years of experience in the finance industry.
CRD# 6691058
Vanguard Advisers, Inc.
CRD# 1982803
Ameriprise Financial Services, LLC
CRD# 1796733
Carnegie Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Private Client Services | Silverdale, PA | Jan 2020 - Current | 4 |
| Ivc Wealth Advisors LLC | Silverdale, PA | Feb 2019 - Current | 5 |
| Kestra Financial, LLC | Silverdale, PA | Feb 2019 - Jan 2020 | < 1 |
| Wells Fargo Clearing Services, LLC | Doylestown, PA | Jan 2017 - Feb 2019 | 2 |
| Wells Fargo Advisors, LLC | Doylestown, PA | Apr 2015 - Dec 2016 | 1 |
| Oppenheimer & Co Inc. | Doylestown, PA | Nov 2010 - Mar 2015 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2014 |
| S65 | NASAA Investment Advisors Law Examination | Sep 2021 |
- PA
-
Total Assets Under Management358MILLIONS
-
Total Number of Accounts1,173ACCOUNTS
-
Average Account Value$305,159
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Pension consulting services
FL, NJ, PA, TX
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.