Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Judith? Claim Your ProfileJudith Stanton is a financial advisor with LPL Financial LLC, a large firm with over $50 billion in assets under management. Judith is a registered representative in Washington and Texas and has been working in the financial industry since 2012. She specializes in providing financial planning and investment advice to individuals and families. Judith has a strong background in investments and has earned several licenses and certifications, including the Series 7 and Series 66 exams.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
WA
07/28/2023 - Present
LPL Financial LLC (FEDERAL WAY WA)
WA
10/05/2011 - 04/25/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (TACOMA WA)
BOTH
Issued 11/21/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/04/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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