Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julia? Claim Your ProfileJulia Mae Thorman is a financial advisor at LPL Financial LLC, based in Wylie, Texas. Julia has been working in the financial industry since 1990. Julia holds the Series 7, Series 63 and SIE licenses. She is a Certified Financial Planner. Julia has experience working with individuals, families, businesses, retirement plans, and charitable organizations. Julia is committed to helping clients achieve their financial goals.
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
TX
04/24/2013 - Present
LPL Financial LLC (WYLIE TX)
TX
08/17/2005 - 10/05/2006
PFIC SECURITIES CORPORATION (CARROLLTON TX)
TX
07/13/2001 - 08/17/2005
FISERV INVESTOR SERVICES, INC. (HOUSTON TX)
IL
04/01/1999 - 04/30/2001
BANC ONE CAPITAL MARKETS, INC. (CHICAGO IL)
OH
09/09/1992 - 04/01/1999
BANC ONE CAPITAL MARKETS, INC. (COLUMBUS OH)
IL
10/26/1990 - 08/17/1992
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
NA
09/07/1990 - 10/26/1990
MBANK CAPITAL MARKETS, INC.
NA
03/30/1987 - 10/01/1987
MPACT BROKERS INC.
BC
Issued 06/16/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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