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Julie Ann Lawrence

CAMPBELL GLOBAL, LLC·PORTLAND, Oregon
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ONE S.W. COLUMBIA STE 1700, PORTLAND, OR 97258-2039CRD# 6754379Firm CRD# 111944
01

About

Julie Ann Lawrence is a registered financial advisor based in PORTLAND, Oregon, affiliated with CAMPBELL GLOBAL, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Wealth Management
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
CAMPBELL GLOBAL, LLC
CAMPBELL GLOBAL
AUM
$5.3B
Regulatory assets under management
Employees
142
Total firm employees
View all advisors at CAMPBELL GLOBAL, LLC →
Services
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Other: PLEASE SEE SCHEDULE D MISC FOR INFORMATION ON THIS POINT.
Regulatory
SEC/IARD CRD# 6754379
Firm CRD# 111944
8 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Julie Ann Lawrence offer?
Julie Ann Lawrence specializes in Retirement Planning, Wealth Management. Contact their office in PORTLAND, Oregon for a consultation.
What are Julie Ann Lawrence's credentials?
Julie Ann Lawrence is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Julie Ann Lawrence located?
Julie Ann Lawrence is based in PORTLAND, Oregon, working with CAMPBELL GLOBAL, LLC. Their office serves clients in the PORTLAND metropolitan area and surrounding communities.
How does Julie Ann Lawrence charge for services?
Julie Ann Lawrence's firm is compensated through percentage of aum, performance-based fees, other: please see schedule d misc for information on this point.. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CAMPBELL GLOBAL, LLC?
CAMPBELL GLOBAL, LLC has approximately 142 employees and manages $5.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Oregon
LAKE OSWEGO (152)BEND (47)EUGENE (40)SALEM (35)BEAVERTON (27)
City Guides
LAKE OSWEGO GuideBEND GuideEUGENE GuideSALEM GuideBEAVERTON Guide
Research
Advisor Fees in OregonNational Fee Analysis
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