Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julia? Claim Your ProfileJulia Meredith is a financial advisor with LPL Financial LLC in LOUISVILLE, KY. Julia has been in the financial industry since 1999. Julia holds a Series 66, Series 7, and a SIE license. She is a registered investment advisor in Kentucky, Illinois, and Indiana. Julia also works as a CPA and has experience in tax preparation, auditing, consulting, bookkeeping, and payroll preparation. Julia also holds a position as a trustee for the Ernest Burkhead Irrevocable Life Insurance Trust, a real estate rental business and is the owner of the business Horizon Wealth Management.
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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KY
10/25/2000 - Present
LPL Financial LLC (LOUISVILLE KY)
TX
12/01/1999 - 11/02/2000
1ST GLOBAL CAPITAL CORP. (DALLAS TX)
BOTH
Issued 12/14/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/30/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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