Julio Vozza (CRD# 6188922) is an Investment Advisor Representative working at Lpl Financial LLC in Traverse City, MI and has over 9 years of experience in the finance industry.
CRD# 5992425
Stonepath Wealth Management
CRD# 2645924
Saxony Capital Management, LLC
CRD# 6276104
Raymond James & Associates, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Traverse City, MI | Jun 2023 - Current | < 1 |
| Vozza Insurance Agency | Traverse City, MI | Mar 2010 - Current | 14 |
| Drago Construction Services | Traverse City, MI | Nov 2004 - Current | 19 |
| Sigma Financial Corporation | Ann Arbor, MI | Sep 2016 - Jun 2023 | 6 |
| Spc | Ann Arbor, MI | Sep 2016 - Jun 2023 | 6 |
| Sterne Agee Investment Advisor Services, Inc. | Birmingham, AL | Jan 2015 - Sep 2016 | 1 |
| Sterne Agee Financial Services, Inc. | Traverse City, MI | Sep 2014 - Sep 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2014 |
- MI
-
Total Assets Under Management463,475MILLIONS
-
Total Number of Accounts1,910,545ACCOUNTS
-
Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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