Julius Pappas
Julius Pappas is a registered investment advisor at LPL Financial LLC, based in Plantation, FL, with 22 years of industry experience. Julius is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
7501 NW 4th St, Ste 201, Plantation, FL, 33317
Get directionsHistory
Regulatory History (3)
Customer Dispute
October 2020Customer Dispute
April 2000Customer Dispute
April 1999Other Business ActivitiesSells Insurance
Julius works as a non-variable insurance agent since August 2020. This activity takes about 10-20% of his time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
MML Investors Services, LLCBroker
MML Investors Services, LLC
Msi Financial Services, INC.
Msi Financial Services, INC.Broker
Wells Fargo Advisors, LLCBroker
Prudential Securities IncorporatedBroker
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.
Exams
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