Adviser and broker representative · LPL Enterprise, LLC
Julie A. Hocevar
CRD 4546616 · High Point, NC
At a glance
Julie A. Hocevar is an investment adviser representative with LPL Enterprise, LLC in High Point, NC, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Julie’s SEC record dates to 2004, about 22 years ago. Julie is also registered as a broker representative. Designations on file: Chartered Financial Consultant.
Current advisory firm
- LPL Enterprise, LLCSince November 2024High Point, NC · $25B in regulatory assets
SEC adviser record
- Registered since
- 2004 (22 years)
- Designations
- Chartered Financial Consultant
- Exams
- Series 63, Series 65
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Julie’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 3 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.
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- Thomas J. KingHigh Point
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- Justin D. AbellLake Oswego
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