Julie Tarak Anderson

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

• 11/2015 → Present
  Flagstar Bank
  Troy, MI
• 07/2016 → 01/2024
  Infinex Investments, Inc.
  Troy, MI
• 02/2024 → Present
  Lpl Financial
  Troy, MI

Previous Registrations

• 2016-07-01 → 2024-02-01
  Osaic Institutions, Inc.
  Troy, MI
  Grand Rapids, MI
• 2015-12-02 → 2016-07-01
  Essex National Securities, Llc
  Troy, MI
• 2014-01-21 → 2015-08-14
  Cetera Investment Advisers Llc
  Ionia, MI
• 2011-01-26 → 2014-01-21
  Cetera Investment Services Llc
  Saginaw, MI
  Mason, MI
  Battle Creek, MI
  Mason, MI
  Ionia, MI
  Leslie, MI
  Mason, MI
  Ionia, MI
  Leslie, MI
  Caro, MI
  Grand Rapids, MI
  Mount Pleasant Mt., MI
  Tawas City, MI
  Saginaw, MI
  Essexville, MI
  Rose City, MI
  Gaylord, MI
  Hillman, MI
  Alpena, MI
  Gaylord, MI
  Bay City, MI
  East Lansing, MI
  Beverly Hills, MI
  Ionia, MI
  Troy, MI
  Ionia, MI
  Rockford, MI

Other Businesses

1) 12/2023 - Flagstar Wealth Services - DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s)

Exams

• S66 Uniform Combined State Law Examination
  2010-11-18
• S63 Uniform Securities Agent State Law Examination
  1993-11-16

Other Names

• Julie Anne Anderson
• Julie Anne Tarak
• Julie A Tarak