Julie Sagatelian
Julie Sagatelian is a registered investment advisor at LPL Financial LLC, based in Pasadena, CA, with 27 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
70 S. Lake Ave Ste 950, Pasadena, CA, 91101
Get directionsHistory
Regulatory History (3)
Financial
September 2024Customer Dispute
March 2021Customer Dispute
June 2006Other Business ActivitiesSells Insurance
Julie is associated with Associates of Clifton Park, dealing with non-variable insurance, and also owns rental real estate. She spends minimal time on each of these activities, and works full-time for Rose City Wealth Advisors.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Waddell & Reed
Waddell & ReedBroker
State Registrations14 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.