Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julian? Claim Your ProfileJulian Bourgeois is a financial advisor with LPL Financial LLC, registered in Louisiana and Texas. Julian has been a Registered Representative (RR) in the securities industry since 2008, and has been a registered Investment Advisor Representative since 2010. Prior to joining LPL Financial LLC, Julian worked at Hancock Whitney Investment Services Inc., Northwestern Mutual Investment Services, LLC, and Park Avenue Securities LLC. Julian is licensed to sell securities in Louisiana and Texas, and holds Series 6, 7, 63, and 65 licenses as well as the SIE. Julian offers financial planning services, portfolio management for individuals and businesses, and consulting services.
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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LA
12/11/2019 - Present
LPL Financial LLC (BATON ROUGE LA)
LA
07/11/2011 - 01/09/2020
HANCOCK WHITNEY INVESTMENT SERVICES INC. (DENHAM SPRINGS LA)
LA
07/23/2010 - 07/11/2011
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (BATON ROUGE LA)
LA
11/20/2008 - 05/04/2010
PARK AVENUE SECURITIES LLC (BATON ROUGE LA)
IA
Issued 06/22/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/28/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/28/2011
Series 7 - General Securities Representative Examination
BC
Issued 11/19/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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