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 Since May 2006, Julia Carbone has been providing support to both John Gurski, MBA, CFP® and Ryan Hale, CFP®. Julia holds her FINRA Series 6 and 63 licenses with LPL Financial. You may see her at the Kennebunk Financial Center or at our seminars making sure everything goes smoothly. Julia comes to us with experience from the underwriting department at UnumProvident in Portland, Maine where she supported three underwriters and nineteen field offices throughout the United States. Her previous experience also includes Catering Sales Manager for the Sheraton Hotel in South Portland; planning weddings, military events, and non-profit functions. Julia loves to coordinate and organize as evidenced by her active involvement in her church. She teaches Sunday School to 1st – 3rd graders, participates on the hospitality committee and she is responsible for planning all the baby and bridal showers. She lives in Alfred with her husband Scott and black Labrador retriever, Rebound.
E-mail:
Phone: 207-985-8300
Toll-free: 877-848-9653
NOTICE regarding entry of orders: DO NOT place orders to buy or
sell securities via e-mail or voice mail. This and all other
time sensitive requests should be placed directly with your LPL
Representative at (207)985-8300.
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Securities & Insurance Products are offered through LPL Financial, and it's affiliates, Member FINRA/SIPC. Kennebunk Financial Services and Kennebunk Savings Bank are not affiliated with LPL Financial. These products are not a deposit, are not FDIC insured, not insured by any federal government agency, not guaranteed by the bank or any affiliate, and may be subject to investment risk, including possible loss of value.
LPL Financial Corp (LPL) is the nation’s number one
independent broker/dealer based on total revenues*, with over 900 staff members
headquartered in Boston and San Diego. LPL has over 5,100
investment professionals located in offices and financial
institutions throughout the United States and has custodied
assets in excess of $65 billion.
*As reported in Financial Planning magazine, June 1996-2007, based on total revenues. |
