Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julia? Claim Your ProfileJulia Earle is a financial advisor with over 25 years of experience in the financial services industry. She is a registered representative of LPL Financial LLC. Julia is dedicated to helping individuals and families achieve their financial goals. She provides a variety of financial planning services, including investment management, retirement planning, and college savings planning. Prior to joining LPL Financial, Julia was a financial advisor at UnionBanc Investment Services, LLC and U.S. Bancorp Investments, Inc. She has also worked as an insurance agent for Crump Insurance. Julia is passionate about helping people achieve their financial dreams. She is a member of the Folsom Symphony Orchestra.
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
CA
02/08/2022 - Present
LPL Financial LLC (EL DORADO HILLS CA)
CA
03/24/2010 - 03/23/2015
UNIONBANC INVESTMENT SERVICES, LLC (ROSEVILLE CA)
CA
09/03/1997 - 03/16/2010
U.S. BANCORP INVESTMENTS, INC. (DAVIS CA)
OR
09/03/1997 - 09/03/1997
U.S. BANCORP SECURITIES (PORTLAND OR)
CA
04/18/1994 - 09/19/1995
SECURITY FIRST FINANCIAL, INC. (NEWPORT BEACH CA)
IA
Issued 06/19/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/16/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/04/2006
Series 7 - General Securities Representative Examination
BC
Issued 04/15/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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