Julia Carlson, financial advisor Salem OR
93 score

Julia Carlson

CRD Number: 3142335
Current Firm: Lpl Financial LLC

Julia Carlson (CRD# 3142335) is an Investment Advisor Representative working at Lpl Financial LLC in Salem, OR and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial, LLC Newport, OR Aug 2009 - Current 7
Investment Advisors International Portland, OR Jul 2006 - Aug 2009 3
Ida Tri-cities, WA Oct 2002 - Aug 2009 6
World Group Securities, Inc. Portland, OR Apr 2002 - Aug 2009 7
World Financial Group Portland, OR Jun 2001 - Aug 2009 8
Carlson Financial Group, LLC Waldport, OR Jan 2001 - Aug 2009 8
Financial Mortgage Group Portland, OR Mar 2006 - Sep 2007 1
Total Debt Solutions Salt Lake City, UT Aug 2003 - Sep 2007 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1998
S66 NASAA Uniform Combined State Law Examination Jan 2005
Contact Info for Julia M. Carlson
Phone Number: 617-423-3644
Firm Website: http://www.lpl.com
Registered State(s):
  • OR
  • TX
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
93
Clean Record
This advisor has a clean track record with regulators.

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