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Julie Ann Martinez

LPl Financial LLC

Austin, TX

Houston, TX

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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-09-04
  • TX RA
    APPROVED
    Since 2025-09-04

Branch Locations

13620 N Fm 620, Bldg C Ste 200, Austin, TX 78717 • United States

Houston, TX • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Next Financial Group Inc Houston TX 10/2010 Present
Visionary Asset Management Houston TX 10/2010 04/2019
Lpl Financial Llc Austin TX 06/2025 Present
  • 10/2010 → Present
    Next Financial Group Inc
    Houston, TX
  • 10/2010 → 04/2019
    Visionary Asset Management
    Houston, TX
  • 06/2025 → Present
    Lpl Financial Llc
    Austin, TX
Previous Registrations
  • 2010-11-11 → 2025-10-27
    Next Financial Group, Inc.
    Houston, TX
    Houston, TX
  • 2013-02-19 → 2019-04-01
    Visionary Asset Management
    Houston, TX
  • 2013-02-19 → 2013-07-01
    Alphasource Investment Counsel, Inc
    Houston, TX
  • 2009-10-06 → 2010-10-22
    Ameriprise Financial Services, Llc
    Houston, TX
  • 2005-12-21 → 2009-03-09
    Stanford Group Company
    Houston, TX
    Houston, TX
  • 2008-04-30 → 2008-11-07
    Stanford Capital Management, Llc
    Houston, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-12-20
  • S66 Uniform Combined State Law Examination
    2005-12-20
Other Names
  • Julie Ann Mayse
  • Julie Ann Mayse

View on SEC IAPD

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HARRELL INVESTMENT PARTNERS, LLC
WEATHERGAGE CAPITAL, LLC
LBJ FAMILY WEALTH ADVISORS, LTD.
JAMES S. MARROQUIN, CFP
OSAIC WEALTH, INC.

Other Investors

STEVEN DOUGLAS AYCOCK
ALEXANDER BURTON YEAGER
Jonathan Martin Haefner
David Nathan Van Winkle
DILDA DEEPAK DALVI
ANNA VICTORIA BODINE
Stephanie Caroline Morgan
ROBERT KING HARRELL

Other Offices

AUSTIN MONEY MANAGEMENT CORPORATION · AUSTIN, TX
EVERLONG FINANCIAL · AUSTIN, TX
EDWARD JONES · Austin, TX
HARRELL INVESTMENT PARTNERS, LLC · AUSTIN, TX
WEATHERGAGE CAPITAL, LLC · AUSTIN, TX
LBJ FAMILY WEALTH ADVISORS, LTD. · AUSTIN, TX
JAMES S. MARROQUIN, CFP · AUSTIN, TX
OSAIC WEALTH, INC. · AUSTIN, TX

More in Austin, TX

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