Julie Anne Lafferty is an investment adviser representative (IAR) with state registration records since 2018, appearing at 2 firms. Currently registered with XCELSIOR ADVISOR PARTNERS LLC.
| Firm | From | To | Current |
|---|---|---|---|
| XCELSIOR ADVISOR PARTNERS LLC | 2026-05-14 | present | Yes |
| ROBERT W. BAIRD & CO. INCORPORATED | 2018-12-03 | 2026-04-28 | — |