Julie Gay Mekhail

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

• 12/2008 → 03/2017
  Edward Jones
  St Louis, MO
• 03/2017 → 03/2023
  Ameriprise Financial Services Inc
  Sarasota, FL
• 03/2023 → Present
  Lpl Financial Llc
  Myakka City, FL

Previous Registrations

• 2017-04-03 → 2023-03-27
  Ameriprise Financial Services, Llc
  Sarasota, FL
  Sarasota, FL
  Myakka City, FL
• 2009-02-18 → 2017-04-03
  Edward Jones
  Lakewood Ranch, FL
  St Louis, MO

Other Businesses

1) 3/2023- Nest Wealth Management- DBA for LPL Business (entity for LPL business)- inv. related- Myakka City, FL 2) 07/19/2024 - Nest Oasis - Real Estate Rental - Investment Related - Home Based - Start Date 06/01/2024 - 2 Hours Per Month/ 0 Hours during Trading 3) 11/13/2024 - Nest Adventures - Other equipment - Partner - Not Investment Related - Home Based - Start Date 06/01/2024 - 16 Hours Per Month/ 0 Hours During Trading

Exams

• S66 Uniform Combined State Law Examination
  2009-02-13

Other Names

• Julie Gay Benson
• Julie Gay Riposo
• Julie G Mekhail