Julie Marie Endicott
Investment adviser representative at Lvz, Inc.
20 yearsExperience
2 statesRegistered in
$1.1BFirm assets
20 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
20 years in the industry.
- Lvz, Inc.Sep 2023 to now
- RetiredSep 2022 to Sep 2023
- Harbour Investments, IncNov 2014 to Sep 2022
- Keystone Financial GroupSep 2006 to Sep 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 65 · Uniform Investment Adviser Law2007
State registrations
Registered as an investment adviser representative in 2 states (TN, WI).
Lvz, Inc.
$1.1BAssets managed
2,473Clients
16Advisers
20 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
- 4048022
- Firm CRD
- 124228