Julie Ann Worley
Investment adviser representative at Trunorth Advisors
12 yearsExperience
1 stateRegistered in
$300.8MFirm assets
1 yearFirm 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
12 years in the industry.
- Trunorth AdvisorsMay 2023 to now
- Resolute Capital, LLCMay 2023 to now
- Cambridge Investment Research Advisors, Inc.Aug 2018 to May 2023
- Cambridge Investment Research, Inc.Aug 2018 to May 2023
- Foothills Wealth ManagementAug 2018 to May 2023
- Raymond James Financial Services Advisors Inc.Feb 2018 to Aug 2018
- Gateway Wealth StrategiesNov 2016 to Aug 2018
- Bank of Travelers RestDec 2014 to Aug 2018
- Gateway Wealth Strategies - Raymond JamesDec 2014 to Aug 2018
- Raymond James Financial Services, Inc.Dec 2014 to Aug 2018
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (NC).
Trunorth Advisors
Legal name: Resolute Capital, LLC
$300.8MAssets managed
1,107Clients
13Advisers
1 yearIn 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
- 6433337
- Firm CRD
- 304558