Julia Simmons is a registered investment advisor at Private Advisor Group, LLC, based in Reston, VA, with 7 years of industry experience. Julia operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 137,723 clients with $41B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Private Advisor Group offers investment management services where fees are based on a percentage of the value of your investments. The exact percentage is negotiable, up to a maximum of 2.00% per year, and is charged quarterly. Clients also pay brokerage commissions and transaction fees to the custodian. The firm may also charge a flat fee or an hourly fee for specific services.
Location
1939 Roland Clarke Place Suite 400, Reston, VA, 20191
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Julia operates her LPL business through Global Advisor Group since January 2020, dedicating full-time hours to it. She also provides investment advisory services through Private Advisor Group, an independent investment advisor firm, since February 2020, also dedicating full-time hours to this activity.
Employment History
Current Registrations
Private Advisor Group, LLC
LPL Financial LLCBroker
Previous Registrations
Raymond James Financial Services, INC.Broker
State Registrations1 state
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