Julia Toone
Julia Toone is a registered investment advisor at LPL Financial LLC, based in North Highlands, CA, with 9 years of industry experience. Julia 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
4636 Watt Ave, North Highlands, CA, 95660
Get directionsHistory
Regulatory History (1)
Judgment / Lien
February 2026Other Business Activities
Julia operates Safe Financial Services as a DBA for her LPL business. She also works as a notary for Safe Credit Union, spending minimal time on this activity.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
J.P. Morgan Securities LLCBroker
State Registrations24 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.