Julie Thompson is a registered investment advisor at LPL Financial LLC, based in Indianapolis, IN, with 34 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
250 E. 96th Street, Suite 250, Indianapolis, IN, 46240
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Julie provides investment advisory services through Charter Advisory Corporation, dedicating about 20% of her time. She is also a non-variable insurance agent/representative through Charter Insurance and Charter Advisory Corporation, spending minimal time on this activity.
Employment History
Current Registrations
LPL Financial LLCBroker
Charter Advisory Corporation
Previous Registrations
Mutual Service CorporationBroker
Titan/value Equities Group, INC.Broker
State Registrations8 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.