Julia Finnicum is a CFP-designated registered investment advisor at LPL Financial LLC, based in Billings, MT, with 25 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
Billings, MT
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Julia is the owner of Cassa De Finni, LLC, a business entity for tax/investment purposes, and Finnicum Financial LLC, another business entity for tax/investment purposes. She also operates under the DBA Big Sky Wealth Management for her LPL business, and spends minimal time on Finnicum Financial LLC.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Edward Jones
Edward JonesBroker
Piper Jaffray & CO.
Piper Jaffray & CO.Broker
State Registrations9 states
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