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

More profiles to browse

Profile Photo
Michael Kelley
President
RH
Randy Harrison
Financial Advisor and LPL Registered Representative

You Might Like

NZ
Nancy Zatzman
Project Manager
Pennsylvania Capital Management
KP
Kathy Polichetti
Senior Client Service Specialist
Pennsylvania Capital Management
JH
Jamie Heisch
Investment Associate
Silicon Valley Community Foundation
BW
Bill Wood
Managing Member, Principal
Nova R Wealth