Julie Fortin (CRD# 6605205) is an Investment Advisor Representative working at Northstar Financial Planning, LLC in Windham, NH and has 1 year of experience in the finance industry. Julie Fortin has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4831929
Fidelity Personal And Workplace Advisors
CRD# 3029184
Ameriprise Financial Services, LLC
CRD# 2926249
Sachetta, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Northstar Financial Planning, LLC | Windham, NH | Oct 2020 - Current | 3 |
| Northstar Financial Planning, Inc. | Windham, NH | Jan 2016 - Oct 2020 | 4 |
| Northstar Financial Planning, Inc. | Windham, NH | May 2014 - Jan 2016 | 1 |
- NH
-
Total Assets Under Management229MILLIONS
-
Total Number of Accounts513ACCOUNTS
-
Average Account Value$446,723
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
MA, NH, TX
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