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Julian Bourgeois

LPL Financial LLC
17 Years of Experience
Baton Rouge, LA
1 DisclosureBroker
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Julian Bourgeois is a registered investment advisor at LPL Financial LLC, based in Baton Rouge, LA, with 17 years of industry experience. Julian 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

4220 Bluebonnet Blvd Ste B, Baton Rouge, LA, 70809

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History

Regulatory History (1)
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Criminal
February 1997
Final Disposition
View Full SEC ReportHow to Read Disclosures
Other 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 LLCBroker
December 2019 - Present · 6 yrs 10 mos
LPL Financial LLC
December 2019 - Present · 6 yrs 10 mos
Previous Registrations
Hancock Whitney Investment Services INC.
August 2011 - January 2020 · 8 yrs 5 mos
Hancock Whitney Investment Services INC.Broker
July 2011 - January 2020 · 8 yrs 6 mos
Northwestern Mutual Investment Services, LLCBroker
July 2010 - July 2011 · 1 yr
Park Avenue Securities LLCBroker
November 2008 - May 2010 · 1 yr 6 mos
State Registrations8 states
ALCAFLIDKSLAMSTX
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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