Julie Luther
Investment adviser representative at LPL Financial LLC
17 yearsExperience
2 statesRegistered in
$819.1BFirm assets
51 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
17 years in the industry.
- LPL Financial LLCOct 2023 to now
- Womensbusiness Empowerment ConnectionJan 2023 to Oct 2023
- WealthwaveMay 2020 to Oct 2023
- Transamerica Financial Advisors, IncJun 2017 to Oct 2023
- World Financial Group, Inc.Jan 2015 to Oct 2023
- Sylvania SchoolsAug 2006 to May 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 2 states (OH, TX).
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
- 6816038
- Firm CRD
- 6413