Julius Pappas
Julius Pappas is a registered investment advisor at LPL Financial LLC, based in Plantation, FL, with 21 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
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 Registrations7 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.