
Julie Thompson
Investment Advisor Representative
Charter Advisory Corporation
United States, Indiana, Indianapolis
About Me
Julie A. Thompson, CFP® is a graduate of Indiana University where she received her Bachelor of Science degree in Business. She has licenses for life, health, disability, and long-term care insurance and is a member of the Financial Planning Association of Greater Indiana. Julie is a Certified Financial Planner, a registered representative of LPL Financial as well as an investment advisor representative of Charter Advisory Corporation.
Profile Information
Investment Advisor Representative
Charter Advisory Corporation
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Indianapolis
Indiana
United States
May 15, 2024
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