Supreme Alliance
47yrs
Top advisor by experience in Charlotte
5yrs
Julia Fleming
Financial advisor at LPL Financial
Based in Charlotte, North Carolina, Julia Fleming is a fiduciary financial advisor with 5 years of industry experience. Julia has been with LPL Financial since 2023. LPL Financial offers financial planning, investment management, and educational workshops and is paid through a percentage of assets, hourly fees, and flat fees.
One of 4491 advisors with offices in Charlotte, and one of 4159 fiduciaries.
At a glance
Experience5 years (since 2022)
How that compares ?5 years in the industry
OfficeCharlotte, NC
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.
Career
- 2023 – nowLPL Financial LLCCurrent firm
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 Fleming. Julia works from the Charlotte, NC office.
How long has Julia been a financial advisor?
Julia has been in the industry since 2022, about 5 years. 5 years in the industry.
What licenses does Julia hold?
Series 63, 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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