Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julia? Claim Your ProfileJulia Chavez Eggleston is a financial professional registered with LPL Financial LLC, a broker-dealer firm based in Fort Mill, SC. Julia's professional career spans several years in the financial industry, with past experience at Cambridge Investment Research, Inc. and Performance Trust Capital Partners, LLC. Julia has demonstrated expertise in securities, having obtained the Series 7TO, Series 63, and SIE licenses. Julia's current registration allows her to provide financial advice and services in Iowa and Virginia.
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
IA
04/11/2024 - Present
LPL Financial LLC (CEDAR RAPIDS IA)
IA
02/13/2023 - 04/16/2024
CAMBRIDGE INVESTMENT RESEARCH, INC. (Cedar Rapids IA)
IL
09/12/2022 - 01/27/2023
PERFORMANCE TRUST CAPITAL PARTNERS, LLC (CHICAGO IL)
BC
Issued 10/10/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/12/2022
Series 7TO - General Securities Representative Examination
BC
Issued 06/21/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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