JULIE ANN LEFEVRE is an investment adviser representative (IAR) with state registration records since 2017, appearing at 4 firms. Currently registered with KERBERROSE WEALTH MANAGEMENT, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| KERBERROSE WEALTH MANAGEMENT, LLC | 2021-08-23 | present | Yes |
| WELLS FARGO CLEARING SERVICES, LLC | 2021-07-13 | 2021-08-23 | — |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 2019-03-19 | 2019-07-16 | — |
| SCHENCK INVESTMENT SOLUTIONS LLC | 2017-12-11 | 2019-03-06 | — |