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Julianna Chance

LPL Financial LLC
18 Years of Experience
Albuquerque, NM
1 DisclosureBroker
View SEC Summary
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Julianna Chance is a registered investment advisor at LPL Financial LLC, based in Albuquerque, NM, with 18 years of industry experience. Julianna 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.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28221 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

8321 Palomas Ave NE Suite B, Albuquerque, NM, 87109

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Financial
January 2022
Final
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
LPL Financial LLCBroker
May 2025 - Present · 1 yr 5 mos
LPL Financial LLC
May 2025 - Present · 1 yr 5 mos
Previous Registrations
Cuso Financial Services, L.P.
February 2022 - May 2025 · 3 yrs 3 mos
Cuso Financial Services, L.P.Broker
February 2022 - May 2025 · 3 yrs 3 mos
Wells Fargo Clearing Services, LLC
February 2008 - August 2021 · 13 yrs 6 mos
Wells Fargo Clearing Services, LLCBroker
January 2008 - August 2021 · 13 yrs 7 mos
A. G. Edwards & Sons, INC.Broker
August 2007 - January 2008 · 5 mos
State Registrations1 state
NM
AdvisorBrokerBoth

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
No exam information available for this advisor.
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