Julie J Foong
Investment adviser representative at Sovran Advisors, LLC
17 yearsExperience
1 stateRegistered in
$1.9BFirm assets
2 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
- Pension consulting
Experience
17 years in the industry.
- Sovran Advisors, LLCFeb 2025 to now
- Cetera Wealth Services, LLCFeb 2025 to now
- Julie Foong Sole ProprietorshipJan 2025 to now
- The Financial CollectiveNov 2024 to now
- LPL Financial LLCNov 2017 to Oct 2021
- Trilogy Capital, Inc.Oct 2015 to Feb 2025
- Trilogy Financial ServicesOct 2009 to Feb 2025
- National Planning CorporationOct 2009 to Nov 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2011
- Series 63 · Uniform Securities Agent State Law2025
State registrations
Registered as an investment adviser representative in 1 state (CA).
Sovran Advisors, LLC
$1.9BAssets managed
4,018Clients
70Advisers
2 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
- 5710582
- Firm CRD
- 329415