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Julie Mellor

LPL Financial LLC
27 Years of Experience
Las Vegas, NV
2 DisclosuresBroker
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Julie Mellor is a registered investment advisor at LPL Financial LLC, based in Las Vegas, NV, with 27 years of industry experience. Julie 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.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28221 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Las Vegas, NV

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Financial
May 2017
Final
Judgment / Lien
December 2016
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
LPL Financial LLC
October 2019 - Present · 7 yrs
LPL Financial LLCBroker
October 2012 - Present · 14 yrs
Previous Registrations
Gerber Kawasaki Wealth & Investment Management
May 2018 - September 2019 · 1 yr 4 mos
Sagepoint Financial, INC.Broker
October 2005 - October 2012 · 7 yrs
Sunamerica Securities, INC.Broker
October 1998 - October 2005 · 7 yrs
State Registrations8 states
AZCAGAIDNVORTXVA
AdvisorBrokerBoth

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
No exam information available for this advisor.
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