Julie Martinez is a registered investment advisor at LPL Financial LLC, based in Austin, TX, with 20 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
13620 N Fm 620, Bldg C Ste 200, Austin, TX, 78717
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Visionary Asset Management
Alphasource Investment Counsel, INC
Next Financial Group, INC.
Next Financial Group, INC.Broker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Stanford Group Company
Stanford Capital Management, LLC
Stanford Group Company
Stanford Group CompanyBroker
State Registrations1 state
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.