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Julie G
Series 66
Coopersville, MI
Money Concepts Capital Corp
Julie Green is a financial advisor with Money Concepts Capital Corp in Coopersville, MI, holding a Series 66 designation and five years of industry experience. She has worked at Money Concepts Capital Corp since 2019 and previously at Boes Financial Center LLC. Outside of advising, Green serves as secretary and board member of the Grand Raggidy Roller Girls Boosters, a nonprofit organization. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension plans, trusts, charities, and corporations. The firm employs a variety of managed programs using model portfolios and third-party sub-advisers, combining fundamental and technical analysis with modern portfolio theory.
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