JG
JG
Julie Gebert
32 Years of Experience
Scottsdale, AZ
1 DisclosureBroker
Julie Gebert is a registered investment advisor at LPL Financial LLC, based in Scottsdale, AZ, with 32 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B
Fee Structure
Minimum Investment:$1K
Investment management only (planning not offered)
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.
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Location
Scottsdale, AZ
Get directionsHistory
Regulatory History (1)
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Judgment / Lien
June 2025Employment History
Current Registrations
LPL Financial LLC
June 2022 - Present · 3 yrs 11 mos
LPL Financial LLCBroker
June 2022 - Present · 3 yrs 11 mos
Previous Registrations
Cambridge Investment Research Advisors, INC.
January 2022 - June 2022 · 5 mos
Cambridge Investment Research, INC.Broker
January 2022 - June 2022 · 5 mos
Cambridge Investment Research, INC.Broker
October 2019 - July 2021 · 1 yr 9 mos
Cambridge Investment Research Advisors, INC.
October 2019 - July 2021 · 1 yr 9 mos
First Financial Equity Corporation
August 2017 - August 2019 · 2 yrs
First Financial Equity CorporationBroker
August 2017 - August 2019 · 2 yrs
Msh Capital Advisors LLC
April 2016 - September 2017 · 1 yr 5 mos
M. S. Howells & CO.Broker
April 2016 - August 2017 · 1 yr 4 mos
Charles Schwab & CO., INC.
April 2015 - November 2015 · 7 mos
Charles Schwab & CO., INC.Broker
April 2015 - November 2015 · 7 mos
Continuity Partners Group, LLCBroker
November 2010 - July 2012 · 1 yr 8 mos
Cambridge Investment Research Advisors, INC.
June 2009 - March 2015 · 5 yrs 9 mos
Cambridge Investment Research, INC.Broker
June 2009 - March 2015 · 5 yrs 9 mos
Sagepoint Financial, INC.
April 2008 - May 2009 · 1 yr 1 mo
Sagepoint Financial, INC.Broker
March 2008 - May 2009 · 1 yr 2 mos
Aig Financial Advisors, INC.
March 2008 - March 2008 · 0 mos
Sva Financial Services, LLCBroker
August 2007 - March 2008 · 7 mos
Sva Wealth Management, INC.
August 2007 - March 2008 · 7 mos
Coordinated Capital Securities, INC.
May 2007 - June 2007 · 1 mo
Coordinated Capital Securities, INC.Broker
May 2007 - June 2007 · 1 mo
United Planners' Financial Services of America a Limited Partner
April 2007 - May 2007 · 1 mo
United Planners' Financial Services of America a Limited PartnerBroker
November 2000 - May 2007 · 6 yrs 6 mos
Sunamerica Securities, INC.Broker
April 1997 - November 2000 · 3 yrs 7 mos
W.B. Mckee Securities, INC.Broker
August 1996 - April 1997 · 8 mos
Associated Securities CORP.Broker
May 1995 - June 1996 · 1 yr 1 mo
Harbour Investments, INC.Broker
June 1992 - March 1995 · 2 yrs 9 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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.
Exams
No exam information available for this advisor.