Julia Earle
Julia Earle is a registered investment advisor at LPL Financial LLC, based in El Dorado Hills, CA, with 29 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
5170 Golden Foothill Pkwy, El Dorado Hills, CA, 95762
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2008Other Business ActivitiesSells Insurance
Julia works as a musician for the Folsom Symphony Orchestra, dedicating about 10% of her time. She also operates Earle Wealth Management as a DBA for her LPL business full-time, and acts as an insurance agent for various carriers through Crump Insurance, spending nearly full-time hours selling life, health, disability, and LTC insurance.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Unionbanc Investment Services, LLCBroker
Unionbanc Investment Services, LLC
U.S. Bancorp Investments, INC.
U.S. Bancorp Investments, INC.Broker
U.S. Bancorp SecuritiesBroker
Security First Financial, INC.Broker
State Registrations10 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.