Julian Bourgeois
Julian Bourgeois is a registered investment advisor at LPL Financial LLC, based in Baton Rouge, LA, with 17 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
4220 Bluebonnet Blvd Ste B, Baton Rouge, LA, 70809
Get directionsHistory
Regulatory History (1)
Criminal
February 1997Other Business Activities
Julian owns multiple real estate rental properties, dating back to 2007. He also operates under the DBA Champion Wealth Strategies for his LPL business and has several business entities for tax/investment purposes.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Hancock Whitney Investment Services INC.
Hancock Whitney Investment Services INC.Broker
Northwestern Mutual Investment Services, LLCBroker
Park Avenue Securities LLCBroker
State Registrations6 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.