Tamara Jo Julien

Current Employers

Employment History

• 02/2011 → 06/2020
  Securities America, Inc
  Fort Collins, CO
• 02/2011 → 06/2020
  Securities America Advisors, Inc
  Fort Collins, CO
• 06/2020 → Present
  Lpl Financial Llc
  Loveland, CO

Previous Registrations

• 2011-02-15 → 2020-06-25
  Securities America Advisors, Inc.
  Fort Collins, CO
  Fort Collins, CO
  Loveland, CO
• 2009-01-02 → 2011-02-11
  Qa3 Financial Llc
  Fort Collins, CO
  Omaha, NE
• 2007-01-18 → 2009-01-08
  Edward Jones
  Ft Collins, CO
  Loveland, CO

Other Businesses

1)6/25/2020- NexPhase Financial LLC-DBA for LPL Business (entity for LPL business)- Inv. Related- Loveland, CO- start date 11/1/2017- 4hrs/mth- 70% 2)6/25/2020- JBA Wealth Management- Non-Variable Insurance- Agent selling UL & Term- Inv. Related- Loveland, CO- 1hrs/mth- 1% 3)6/25/2020- Real Estate Rental- Property Owner- Inv. Related- Fort Collins, CO- start date 12/1/1992- 3hrs/mth- 1% 4) 7/22/2020 - JFC Financial Services - DBA: JFC Financial - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 6/26/2020 - 1 Hour Per Month/1 Hour During Securities Trading.

Exams

• S66 Uniform Combined State Law Examination
  2007-01-05
• S63 Uniform Securities Agent State Law Examination
  2005-08-12

Designations

Other Names

• Tj Julien
• Tamara J. Julien