JC
JC

Julianne Lorraine Call

38 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate PlanningEducation PlanningInsurance PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
22 advisors
Number of Clients
1,760 clients
Average Client Portfolio
$467K average
Assets Under Management
$822.1M

Fee Structure

Minimum Investment:None
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Location

5000 Horizons Drive, Upper Arlington, OH, 43220

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Julianne works as a Compliance Specialist for TCP Asset Management and TCP Asset Management LLC, both registered investment advisors, since March 2024. These activities are investment-related.

Employment History
Current Registrations
Tcp Asset Management, LLC
March 2024 - Present · 1 yr 11 mos
Previous Registrations
Tcp Asset Management, LLC
March 2020 - February 2023 · 2 yrs 11 mos
United Planners' Financial Services of America a Limited Partner
November 2015 - February 2020 · 4 yrs 3 mos
United Planners' Financial Services of America a Limited PartnerBroker
October 2015 - December 2022 · 7 yrs 2 mos
Charles Schwab & CO., INC.
July 2015 - October 2015 · 3 mos
Charles Schwab & CO., INC.Broker
July 2015 - October 2015 · 3 mos
Wells Fargo Advisors, LLC
January 2011 - September 2011 · 8 mos
Wells Fargo Advisors, LLCBroker
January 2011 - September 2011 · 8 mos
Wells Fargo Investments, LLC
September 2009 - January 2011 · 1 yr 4 mos
Wells Fargo Investments, LLCBroker
May 2009 - January 2011 · 1 yr 8 mos
Citigroup Global Markets INC.Broker
January 2005 - May 2009 · 4 yrs 4 mos
Wells Fargo Investments, LLCBroker
December 2000 - July 2003 · 2 yrs 7 mos
Wells Fargo Brokerage Services, L.L.C.Broker
May 1999 - December 2000 · 1 yr 7 mos
Wells Fargo Securities INC.Broker
January 1998 - May 2001 · 3 yrs 4 mos
Lehman Brothers INC.Broker
June 1988 - October 1997 · 9 yrs 4 mos
Lomas Securities USA, INC.Broker
April 1988 - May 1988 · 1 mo
Boettcher & Company, INC.Broker
September 1987 - March 1988 · 6 mos
Lovett Mitchell Webb & Garrison, INC.Broker
February 1984 - September 1987 · 3 yrs 7 mos
State Registrations1 state
AZ
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Julianne Lorraine Call - Financial Advisor | TrueAdvisor