Investment Analyst
Current
May 2023 - Present
AeroLeads people directory · profile
Julia Fleming Email & Phone Number
Investment Analyst
at
LPL Financial
LinkedIn matched
✓ Verified Jul 2026
3 data sources
Profile completeness 86%
Current company
Role
Investment Analyst
Location
Charlotte, North Carolina, United States
Who is Julia Fleming? Overview
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Quick answer
Julia Fleming is listed as Investment Analyst at LPL Financial, based in Charlotte, North Carolina, United States. AeroLeads shows a matched LinkedIn profile for Julia Fleming.
Julia Fleming previously worked as Client Representative at Vanguard and Bonner Service Leader at The Bonner Foundation. Julia Fleming holds Bachelor'S Degree, Double Major In Economics And Spanish With A Certificate In Community Development from Siena College.
Company email context
Email format at LPL Financial
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LPL Financial
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Profile bio
About Julia Fleming
Julia Fleming is a Investment Analyst at LPL Financial. She is proficient in Spanish.
Current workplace
Julia Fleming's current company
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3 roles
Julia Fleming work experience
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Client Representative
• Educates clients on Vanguard products and services through investment guidance conversations• Accurately places stock, ETF, and mutual fund trades• Collaborates with specialty departments (corporate actions, margin, trade support) to address client inquiries involving corporate actions, trade violations, and trade errors• Performs as a team member by actively responding in teams chat and volunteering to facilitate team meetings
Bonner Service Leader
• Developed programming for the Boys and Girls Club of the Capital Area • Created, administered, and analyzed a survey measuring program quality and effectiveness • Facilitated a focus group assessing program experience• Organized important findings from survey and focus group into a report
Sep 2017 - May 2021
2 education records
Julia Fleming education
Bachelor'S Degree, Double Major In Economics And Spanish With A Certificate In Community Development
Siena College
Spanish Language And Literature
Universidad Católica De Valencia San Vicente Mártir
FAQ
Frequently asked questions about Julia Fleming
Quick answers generated from the profile data available on this page.
What company does Julia Fleming work for?
Julia Fleming works for LPL Financial.
What is Julia Fleming's role at LPL Financial?
Julia Fleming is listed as Investment Analyst at LPL Financial.
Where is Julia Fleming based?
Julia Fleming is based in Charlotte, North Carolina, United States while working with LPL Financial.
What companies has Julia Fleming worked for?
Julia Fleming has worked for Lpl Financial, Vanguard, and The Bonner Foundation.
How can I contact Julia Fleming?
You can use AeroLeads to view verified contact signals for Julia Fleming at LPL Financial, including work email, phone, and LinkedIn data when available.
What schools did Julia Fleming attend?
Julia Fleming holds Bachelor'S Degree, Double Major In Economics And Spanish With A Certificate In Community Development from Siena College.
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