Julia Mccormick
Julia Mccormick is a CFP-designated registered investment advisor at LPL Financial LLC, based in Des Moines, IA, with 12 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
2940 Ingersoll Ave., Ste. 100, Des Moines, IA, 50312
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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 is involved in several business activities, including non-variable insurance through InsureYourPlan LLC (a few hours per week), and providing investment advisory services through WCG Wealth Advisors, LLC (full-time). She also has roles as an artist/musician with the Des Moines Symphony and as a freelance viola/violin player (minimal time for each).
Employment History
Current Registrations
LPL Financial LLCBroker
The Wealth Consulting Group
Previous Registrations
Lw Advisors, L.L.C.
Principal Securities, INC.
Principal Securities, INC.Broker
State Registrations7 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.