Julie C Naji

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

• 09/2014 → 06/2020
  Voya Financial Advisors
  Kingsville, MO
• 06/2020 → 06/2024
  Securities America, Inc.
  Kingsville, MO
• 06/2020 → 06/2024
  Securities America Advisors
  Kingsville, MO
• 06/2024 → 04/2025
  Osaic Wealth, Inc.
  Kingsville, MO
• 06/2024 → 04/2025
  Osaic Wealth, Inc.
  Kingsville, MO
• 04/2025 → Present
  Lpl Financial, Llc
  Kingsville, MO

Previous Registrations

• 2024-06-14 → 2025-04-23
  Osaic Wealth, Inc.
  Kingsville, MO
• 2020-06-30 → 2024-06-14
  Securities America Advisors, Inc.
  Kingsville, MO
• 2002-01-18 → 2020-07-17
  Voya Financial Advisors, Inc.
  Belleville, IL
  Kingsville, MO
  Lake Winnebago, MO
  Overland Park, KS
  Lake St. Louis, MO
  Maple Grove, MN

Other Businesses

1) Farm #9864 - Farm - Not Investment related - Kingsville, MO 64041 - stat date: 01/01/2017 - 1Hours per month, 0 Hours During trading - Time Spent: 5 2) AgriFamily Financial Solutions - DBA for LPL Business (entity for LPL business) - Investment related - Kingsville, MO 64061 - stat date:04/21/2025 - 160 Hours per month, 8 Hours During trading - Time Spent:100

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-09-08
• S63 Uniform Securities Agent State Law Examination
  1993-04-20

Other Names

• Julie C Ritonya
• Julie Conrad Naji
• Julie Conrad Crain
• Julie C Naji