Julia Megan Randall
Investment adviser representative at Northstar Financial Companies, Inc.
10 yearsExperience
2 statesRegistered in
$519MFirm assets
7 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 assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Northstar Financial Companies, Inc.Jun 2008 to now
- Longview Wealth ManagementJan 2018 to Dec 2018
- Cambridge Investment Research, IncMar 2008 to Jul 2020
Exams passed
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 2 states (PA, TX).
Northstar Financial Companies, Inc.
$519MAssets managed
507Clients
9Advisers
7 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
- 5073235
- Firm CRD
- 119396