Julia Bourlakov
Julia Bourlakov is a registered investment advisor at LPL Financial LLC, based in Lakewood, CO, with 15 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
10600 W. Alameda Ave., Suite 200, Lakewood, CO, 80226
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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
Julia operates Gaia Wealth Management as a DBA for her LPL business and provides investment advisory services through Western Wealth Management, LLC. She also engages in fixed insurance sales through Allegis Advisor Group, manages a real estate rental property (Lake House Retreat), and handles property management for a building through J & A LLC.
Employment History
Current Registrations
Western Wealth Management LLC
LPL Financial LLCBroker
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations13 states
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