Julie Anne Waitman
Investment adviser representative at Verus Financial Partners
14 yearsExperience
2 statesRegistered in
$1.2BFirm assets
34 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
14 years in the industry.
- Verus Financial PartnersMay 2012 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 65 · Uniform Investment Adviser Law1997
State registrations
Registered as an investment adviser representative in 2 states (TX, VA).
Verus Financial Partners
Legal name: Verus Financial Partners, Inc.
$1.2BAssets managed
636Clients
12Advisers
34 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2408592
- Firm CRD
- 106744