Julie Bennett is a registered investment advisor at LPL Financial LLC, based in Gross Pointe Woods, MI, with 24 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
19733 Mack Ave, Gross Pointe Woods, MI, 48236
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Julie operates under Flagstar Wealth Services, a DBA for her LPL business, since December 2023. This activity is investment-related and conducted at her reported business location.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Osaic Institutions, INC.
Osaic Institutions, INC.Broker
Essex National Securities, LLC
Essex National Securities, LLCBroker
Comerica Securities
Comerica SecuritiesBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Lasalle Financial Services, INC.Broker
Natcity Investments, INC.Broker
Comerica SecuritiesBroker
State Registrations13 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.