Julie Anne Vavra Daley

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2015 → 11/2018
  Lpl Financial, Llc
  St. Clairsville, OH
• 11/2018 → 03/2023
  Securities America, Inc.
  St. Clairsville, OH
• 11/2018 → 03/2023
  Arbor Point Advisors
  St. Clairsville, OH
• 03/2023 → 01/2024
  Commonwealth Financial Services, Llc
  St. Clairsville, OH
• 01/2024 → Present
  Lpl Financial, Llc
  St. Clairsville, OH

Previous Registrations

• 2023-04-11 → 2024-01-09
  Commonwealth Financial Services
  St. Clairsville, OH
  Vienna, WV
• 2018-11-13 → 2023-04-10
  Arbor Point Advisors
  St. Clairsville, OH
• 2015-02-05 → 2018-11-12
  Lpl Financial Llc
  Wheeling, WV
  St. Clairsville, OH
• 2013-04-23 → 2015-02-02
  J.P. Morgan Securities Llc
  Wintersville, OH
  Wheeling, WV
  Steubenville, OH
  Steubenville, OH
  Wintersville, OH
• 2012-03-12 → 2013-04-16
  Lpl Financial Llc
  Fort Mill, SC
  Martins Ferry, OH
• 2010-11-10 → 2012-03-20
  Chase Investment Services Corp.
  Steubenville, OH

Other Businesses

1- 12/2023 / DoTerra Essential Oils / Essential Oil Sales / Non Investment Related / start date 09/01/2017 2- 12/2023 / Insurance Sales Position / Non-Variable Insurance / Investment Related / start date 02/01/2015 3- 12/2023 / Legacy Financial Consulting Services / DBA for LPL Business (entity for LPL business) / Investment Related / 40 Hrs mnth / 40 Hrs during trading 4- 12/2023 / UNDERWRITERS BROKERAGE SERVICE / Non-Variable Insurance / Investment Related / start date 02/15/2015 5- 12/2023 / Vavra-Daley Wealth Management, LLC / Business Entity For Tax/Investment Purposes Only / Non Investment Related / start date 02/01/2017 6- 12/2023 / Steele Insurance Services / Non-Variable Insurance / Investment Related / 10 hrs mnth / 10 Hrs during trading / start date 03/01/2020 7) 03/05/2025 - Momentum Wealth Partners - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date:02/28/2025 - 0 Hrs/Mth - 0 Hrs During Trading.

Exams

• S66 Uniform Combined State Law Examination
  2010-11-05
• S63 Uniform Securities Agent State Law Examination
  2002-08-02

Other Names

• Julie Anne Vavra
• Julie Anne Vavra
• Julie Ann Murdoch
• Julie Anne Vavra-Murdoch
• Julie Anne Vavra Murdoch
• Julie Anne Vavra Daley
• Julie Anne Vavra