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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julia? Claim Your ProfileJulia Hendrian Lester is a financial advisor in Sandy, Utah, with over 26 years of experience in the industry. Julia Hendrian Lester is a registered representative of LPL Financial LLC. Julia Hendrian Lester has Series 7, 24, 63 and 65 securities licenses. The advisor also holds a Series 63, 65 and a Utah Investment Advisor license. Julia Hendrian Lester has been affiliated with LPL Financial LLC since October 1996. LPL Financial LLC provides financial planning and investment management services to individuals, businesses and institutions.
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
UT
01/23/1997 - Present
LPL Financial LLC (SANDY UT)
MN
05/01/1996 - 05/28/1996
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
05/01/1996 - 05/28/1996
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 04/29/1996
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 08/31/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/23/2021
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/30/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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