Julie Anne Saunders
Investment adviser representative at LPL Financial LLC
9 yearsExperience
1 stateRegistered in
$819.1BFirm assets
51 yearsFirm in business
Are you Julie Anne Saunders? Claim your profile
Contact this firm
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
9 years in the industry.
- LPL Financial LLCSep 2025 to now
- Premier Wealth Partners, LLCOct 2024 to Sep 2025
- Georgia United Credit UnionNov 2022 to Jul 2024
- Forsyth County GovernmentJul 2022 to Oct 2022
- Self EmployedSep 2020 to May 2022
- University of North GeorgiaJun 2019 to Aug 2020
- Hobby LobbyFeb 2017 to Jun 2019
- Brooks Brothers OutletAug 2016 to Feb 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (SC).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 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
- 6577682
- Firm CRD
- 6413