Julie Walker Halladay
Investment adviser representative at Citizens Securities, Inc.
13 yearsExperience
49 statesRegistered in
$12.9BFirm assets
23 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Citizens Securities, Inc.Jan 2026 to now
- Mt BrightonNov 2022 to now
- Citizens BankJun 2022 to Sep 2026
- Home DepotMay 2022 to Sep 2026
- UnemployedMar 2022 to May 2022
- Long John SilversJan 2018 to Mar 2022
- TargetNov 2017 to Jan 2018
- UnemployedApr 2017 to Nov 2017
- Pollo TropicalFeb 2013 to Apr 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 49 states (AK, AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TX, UT, VA, VT, WA, WI, WV, WY).
Citizens Securities, Inc.
$12.9BAssets managed
60,545Clients
705Advisers
23 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
- 8211059
- Firm CRD
- 39550