Julia Lilly Curry
Investment Adviser Representative at Focus Partners Wealth, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Julia Lilly Curry is an investment adviser representative with Focus Partners Wealth, LLC in Denver, CO, where they have been registered since 2026. They have worked in the securities industry since 2022 and were previously registered with CWM, LLC. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Colorado.
Registrations & licenses
- Investment adviser:
- Colorado
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- LPL Financial, LLCJan 2019 – Sep 2022Boulder, CO
- Amy Noel, Inc.Jan 2019 – Apr 2022Boulder, CO
- Robert Half, Dish Network ContractorSep 2018 – Jan 2019Littleton, CO
- Fat Shack AmericaNov 2016 – Aug 2018Denver, CO
- University of DenverSep 2014 – Jul 2018Denver, CO
- WalgreensJun 2015 – Nov 2016Denver, CO
- Bloom Wealth AdvisorsApr 2022 – Jan 2024Boulder, CO
- Cetera Advisor NetworksSep 2022 – Dec 2023El Segundo, CA
- CWM, LLCSep 2022 – Jan 2024Boulder, CO
- University of DenverFeb 2024 – Dec 2025Denver, CO
- UnemployedDec 2025 – Mar 2026Denver, CO
- Focus Partners Wealth, LLCMar 2026 – no end date reportedSt. Louis, MO
Official records & sources
Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Focus Partners Wealth, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Performance-based fees
- Other
- Estimated blended rate
- 0.0125
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 1,032
- Offices listed on AdvisorFinder:
- 100
- Main office:
- St. Louis, MO
- SEC file number:
- 801-72862
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 29, 2026
View full firm profileOther advisors at Focus Partners Wealth, LLC
Showing 12 of 1,032 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Julia Lilly Curry has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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