Julie Luther (CRD# 6816038) is an Investment Advisor Representative working at Lpl Financial LLC in Maumee, OH and has over 2 years of experience in the finance industry.
CRD# 4537321
Bollin Wealth Management, LLC
CRD# 3016364
Edward Jones
CRD# 6107473
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Luckey, OH | Oct 2023 - Current | < 1 |
| Womensbusiness Empowerment Connection | Bowling Green, OH | Jan 2023 - Oct 2023 | < 1 |
| Wealthwave | Maumee, OH | May 2020 - Oct 2023 | 3 |
| Transamerica Financial Advisors, Inc. | Maumee, OH | Jun 2017 - Oct 2023 | 6 |
| World Financial Group, Inc. | Maumee, OH | Jan 2015 - Oct 2023 | 8 |
| Sylvania Schools | Sylvania, OH | Aug 2006 - May 2022 | 15 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2021 |
| S65 | NASAA Investment Advisors Law Examination | Sep 2022 |
- OH
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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
- 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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