Julie Clementi is a registered investment advisor at LPL Financial LLC, based in Yalusing, PA, with 7 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
Route 6, Yalusing, PA, 18853
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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.
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Julie works as a notary for the Eastern Monroe Public Library, dedicating minimal time. She also operates under the DBA Community Investment Services for her LPL business.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Osaic Institutions, INC.Broker
Osaic Institutions, INC.
Valley National Advisers INC
Valley National Investments, INC.Broker
Santander Securities LLCBroker
State Registrations15 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.