Julie Kemp is a CFP-designated registered investment advisor at LPL Financial LLC, based in Reading, PA, with 22 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
2395 Lancaster Pike, Reading, PA, 19607
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Julie operates her LPL business through Good Life Financial Advisors and provides investment advisory services through Good Life Advisors LLC, spending about half her time on each. She also engages in tax preparation/accounting and sells non-variable insurance, dedicating a few hours per week to each.
Employment History
Current Registrations
LPL Financial LLCBroker
Good Life Advisors, LLC
Previous Registrations
LPL Financial LLCBroker
Financial Planning Advisors INC.
Mutual Service CorporationBroker
State Registrations12 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.