Julianne Joly, financial advisor East Greenwich RI
88 score

Julianne Joly

CRD Number: 6081838
Current Firm: Lpl Financial LLC

Julianne Joly (CRD# 6081838) is an Investment Advisor Representative working at Lpl Financial LLC in East Greenwich, RI and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC East Greenwich, RI Nov 2013 - Current 3
Greenwich Bay Wealth Management East Greenwich, RI Jun 2012 - Current 4
University Of Ri College Of Business Kingston, RI Aug 2009 - Sep 2013 4
Charles River Apparel Sharon, ME Sep 2011 - May 2012 < 1
Unemployed North Kingstown, RI Mar 2009 - Aug 2009 < 1
Vectrix Corporation Middletown, RI Nov 2007 - Mar 2009 1
Sovereign Bank Middletown, RI Jul 2006 - Aug 2007 1
Coldstone Creamery Newport, RI Feb 2006 - Sep 2006 < 1
Rogers High School Newport, RI Jan 2002 - Aug 2006 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2014
Contact Info for Julianne M. Joly
Phone Number: 617-423-3644
Firm Website: http://www.lpl.com
Registered State(s):
  • RI
By the Numbers
  • Total Assets Under Management
    112,086
    MILLIONS
  • Total Number of Accounts
    531,091
    ACCOUNTS
  • Average Account Value
    $211,049
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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
Types of Clients
Registered States

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

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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