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Julie B

Series 63, Series 66

Frostburg, MD

LPL Financial

Julie Baker is a financial advisor with LPL Financial in Frostburg, MD, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. She has been with LPL Financial, previously Linsco/Private Ledger Corp., since 2002. In addition to her advisory role, Baker operates Julie M Baker CPA LLC, providing tax preparation and accounting services, and serves as a notary for existing clients. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm supports a broad range of investment strategies and combines advisory services with diverse financial products and partnerships.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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