JL
JL

Julia C Laginess

1 Year of Experience
Areas of Practice
Insurance Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified
Assets Under Management
$5.5M
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Location

2701 Cambridge Ct., Ste 216, Auburn Hills, MI, 48326

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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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Employment History
Current Registrations
Star Wealth Advisors
March 2025 - Present · 11 mos
Previous Registrations
John Hancock Personal Financial Services, LLC
August 2023 - May 2024 · 9 mos
John Hancock Investment Management Distributors LLCBroker
April 2023 - May 2024 · 1 yr 1 mo
State Registrations2 states
MIOH
Advisor
Exams
No exam information available for this advisor.
Julia C Laginess - Financial Advisor | TrueAdvisor