Julie Anderson has been an investment adviser representative at Squire Investment Management since January 2005, and is not listed among the firm’s executive officers or direct owners.
Squire Investment Management Company, LLC is an Orem, UT firm with $587M under management, 587 clients and 13 advisers across 3 offices, as of its March 2026 filing.
- Squire Wealth AdvisorsCurrent– present · 21 yearsOrem, UT · Adviser representative · Firm CRD 117750
Investment adviser representative registrations
Julie Anderson is registered as an investment adviser representative in Utah, since January 2005.
- UtahSince 6 January 2005
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 21 December 2004 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Julie Christine Anderson
- CRD
- 4889183
- Firm
- Squire Investment Management · CRD 117750
- Office
- 1329 SOUTH 800 EAST, Orem, UT 84097
- Registration
- Investment adviser registration
- In the industry since
- January 2005
- Disciplinary history
- Not yet shown here · SEC record
Where does Julie Anderson work?
Julie Anderson is an investment adviser representative registered through Squire Investment Management Company, LLC since January 2005, and is not listed among the firm’s executive officers or direct owners.
Is Julie Anderson a financial advisor?
Yes. Julie Anderson has a current investment-adviser registration in Utah, through Squire Investment Management since January 2005.
How many years of experience does Julie Anderson have?
Julie Anderson has 21 years in the financial industry, since January 2005, across 1 adviser firm.
What exams has Julie Anderson passed?
Julie Anderson passed the Series 65 in December 2004.
Where is Julie Anderson based?
Julie Anderson’s registered office is in Orem, UT.
Is Julie Anderson registered with FINRA?
No. Julie Anderson has no current broker registration.
How can I verify Julie Anderson’s record?
Search CRD 4889183 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Julie Anderson’s full registration record.
