Julie Matthews-Salvo (CRD# 2808065) is an Investment Advisor Representative working at Lpl Financial LLC in Shrewsbury, PA and has over 27 years of experience in the finance industry. Julie Matthews-Salvo has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2763082
Mml Investors Services, LLC
CRD# 2281395
Raymond James & Associates, Inc.
CRD# 2503103
Merrill Lynch, Pierce, Fenner & Smith Incorporated
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
Like the CFP, ChFCs take extensive coursework on a wide variety of financial planning topics. ChFCs actually take more coursework than CFPs, but are not required to prove their knowledge through a board examination.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Stewartstown, PA | Jun 2021 - Current | 2 |
| Lpl Financial LLC | Stewartstown, PA | Jun 2021 - Current | 2 |
| Wilmington Advisors | Red Lion, PA | Jun 2021 - Current | 2 |
| M&t Securities, Inc. | Buffalo, NY | May 2003 - Jun 2021 | 18 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1997 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2013 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- PA
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
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