CoverProfile

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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