Tamara Julien
Tamara Julien is a CFP-designated registered investment advisor at LPL Financial LLC, based in Loveland, CO, 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
2903 Aspen Drive, Ste B, Loveland, CO, 80538
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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
Tamara operates NexPhase Financial LLC as a DBA for her LPL business, dedicating minimal time. She is also an agent selling universal life and term insurance, and owns rental real estate property, both requiring minimal time commitments.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
Qa3 Financial CORP.Broker
Qa3 Financial LLC
Edward Jones
Edward JonesBroker
State Registrations9 states
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