Julie Babcock, financial advisor Washington DC

Julie Babcock

CRD Number: 4526656
Current Firm: Lockton Investment Advisors, LLC

Julie Babcock (CRD# 4526656) is an Investment Advisor Representative working at Lockton Investment Advisors, LLC in Washington, DC and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
Lockton Financial Advisors, LLC Kansas City, MO Jul 2008 - Current 12
Lockton Investment Advisors, LLC Kansas City, MO Oct 2007 - Current 13
Lockton Companies, LLC Washington, DC Oct 2007 - Current 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2003
S65 NASAA Investment Advisors Law Examination Oct 2005
Contact Info for Julie D. Babcock
Phone Number: 816-960-9000
Firm Website: http://www.lockton.com/
Registered State(s):
  • DC
By the Numbers
  • Total Assets Under Management
    7,570
    MILLIONS
  • Total Number of Accounts
    266
    ACCOUNTS
  • Average Account Value
    $28,458,713
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States

AZ, CA, CO, CT, DC, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, NC, NE, NJ, NY, OH, OK, PA, SC, TN, TX, UT, VA, WA, WI

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