Julia Naman is a CFP-designated registered investment advisor at LPL Financial LLC, based in Redlands, CA, with 5 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
1447 Ford Street, Suite 102, Redlands, CA, 92374
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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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Julia operates under the DBAs Cornerstone Christian Wealth Management and Federal Financial Planner for her LPL business. She is also a musician, owning royalty-producing music and working as a solo musical artist, dedicating a few hours per week to this activity.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
State Registrations9 states
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