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Julie P King

LPl Financial LLC

Monterey, CA

Monterey, CA

CRD 8053773

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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:

Current Employers
Lpl Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED_RES 2025-04-02
  • CA RA
    APPROVED_RES
    Since 2025-04-02

Branch Locations

80 Garden Court, Suite 203, Monterey, CA 93940 • United States

2100 Garden Rd, Ste I, Monterey, CA 93940 • 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
Pierce King, P.C., A Professional Law Corporation Monterey CA 07/2012 Present
Lpl Financial Llc Monterey CA 03/2025 Present
  • 07/2012 → Present
    Pierce King, P.C., A Professional Law Corporation
    Monterey, CA
  • 03/2025 → Present
    Lpl Financial Llc
    Monterey, CA
Other Names
  • Julie P King
  • Julie King Pierce King King
  • Julie Pierce King

View on SEC IAPD

Nearby Firms

COMMONWEALTH FINANCIAL NETWORK
EDWARD JONES
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Nearby Investors

CHRISTINA LEIGH JENKINS
MARIAN MARTIN DEERING
SCOTT F FOSMARK

Nearby Offices

COMMONWEALTH FINANCIAL NETWORK · Monterey, CA
EDWARD JONES · Monterey, CA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Monterey, CA

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