Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julia? Claim Your ProfileJulia Hummel is a registered investment advisor representative associated with LPL Financial LLC. Julia is licensed in 50 states and the District of Columbia. Julia has passed the Series 7TO, Series 66 and SIE exams. Julia's professional experience includes time at Sands Investment Group, Keller Williams Realty and Florida State University. The firm primarily offers investment advisory, financial planning and portfolio management services to high-net-worth individuals, corporations, pension plans and charitable organizations.
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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TX
07/31/2024 - Present
LPL Financial LLC (AUSTIN TX)
BOTH
Issued 07/26/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/15/2024
Series 7TO - General Securities Representative Examination
BC
Issued 04/26/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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