Julie Marie Barros
Investment adviser representative at LPL Enterprise, LLC
11 yearsExperience
1 stateRegistered in
$24.9BFirm assets
2 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
11 years in the industry.
- LPL Enterprise, LLCMar 2025 to now
- Equity Smart Home LoansFeb 2023 to Mar 2025
- Nexa MortgageJun 2022 to Jan 2023
- Homeowners Financial GroupMar 2022 to May 2022
- Inspire Home LoansJul 2021 to Feb 2022
- UnemployedApr 2020 to Jun 2021
- Fidelity Brokerage ServicesApr 2019 to Mar 2020
- J.P. Morgan Securities, LLCApr 2018 to Mar 2019
- JPMorgan Chase Bank, N.A.Apr 2018 to Mar 2019
- Charles Schwab & Co., IncFeb 2015 to Apr 2018
- Charles Schwab BankFeb 2015 to Apr 2018
Exams passed
- Series 66 · Uniform Combined State Law2025
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (CA).
LPL Enterprise, LLC
$24.9BAssets managed
102,563Clients
3,116Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5882164
- Firm CRD
- 8733