Julius Lord is a registered investment advisor at LPL Financial LLC, based in Bogart, GA, with 21 years of industry experience. Julius 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
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
Location
3001 Monroe Hwy Ste 200A, Bogart, GA, 30622-8333
Get directionsHistory
Regulatory History (2)
Customer Dispute
August 2011Customer Dispute
August 2011Other Business Activities
Julius operates Lord Investment Group as a DBA for his LPL business and Lord Investment Group, LLC as a DBA for his RIA business, both investment-related. He also owns J.E. Lord Properties, a real estate rental business, dedicating minimal time to managing a single-family home and up to three individual offices.
Employment History
Current Registrations
LPL Financial LLC
Good Life Advisors, LLC
LPL Financial LLCBroker
Previous Registrations
Private Advisor Group, LLC
Independent Financial Partners
Edward Jones
Edward JonesBroker
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
State Registrations2 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.
Exams
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