Julie Cook
Julie Cook is a CFP-designated registered investment advisor at LPL Financial LLC, based in Washington, IL, with 16 years of industry experience. Julie 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
106 Eastgate Dr, Washington, IL, 61571
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2018Other Business ActivitiesSells Insurance
Julie is the President and Owner of Horizon Clarity Group, Inc. since 2021, and operates Horizon Clarity as a DBA for her LPL business since 2019. She also engages in non-variable insurance activities through Associates of Clifton Park, dedicating minimal time to this.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Waddell & Reed
Waddell & ReedBroker
Savant Capital Management
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith BarneyBroker
State Registrations12 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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