Raymond James & Associates
46yrs
Top advisor by experience in Coronado
16yrs
Julia Doyle
Financial advisor at LPL Financial
Julia Doyle is a fiduciary financial advisor in Coronado, California, with 16 years in the industry. After 15 years at Raymond James Financial Services Advisors, Julia joined LPL Financial in 2025, a firm offering financial planning, investment management, and educational workshops. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 33 advisors with offices in Coronado, and one of 29 fiduciaries.
At a glance
Experience16 years (since 2010)
How that compares ?More experience than 53% of advisors nationwide
Office1011 C Ave, Coronado, CA 92118
FirmLPL Financial
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$399,489
Advisors at the firm23,459
States licensed ?1 state
Services through LPL Financial
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Feb 2025 – nowLPL Financial LLCCurrent firm
- 2010 – 2025
Contact Julia
(704) 733-3300Firm headquarters in Fort Mill, SC. Ask for Julia. 1011 C AveCoronado, CA 92118Office · Get directions Facebook pageLPL Financial
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Questions to ask Julia
Tailored to Julia’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Julia
How do I contact Julia?
Call LPL Financial at (704) 733-3300 and ask for Julia Doyle. Julia works from the Coronado, CA office.
How long has Julia been a financial advisor?
Julia has been in the industry since 2010, about 16 years. More experience than 53% of advisors nationwide.
What licenses does Julia hold?
Series 66. Tap any license on this page to see what it allows.
Is Julia a fiduciary?
Julia is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Julia paid?
LPL Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Julia for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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