LPL Registered Administrative Assistant
Julie O'Glee holds her Series 7 and Series 66 registrations with LPL Financial and is an LPL Registered Administrative Assistant licensed to conduct business in Louisiana and Texas. She is also licensed to provide Life Insurance. She began her career with Edward Jones in 2008 and made the decision to join Kelly Young at Cornerstone Investment Strategies in 2010.
Her role at Cornerstone has changed somewhat over the past year into the role of a Licensed Administrative Assistant where she devotes her time to Client Relations and supporting Kelly Young, Hunter Hart, Ryan Edwards, and Brad McEntee on managing their books of businesses. She is also the Office Manager, overseeing office requirements and ensuring that the company operates as smoothly as possible.
Julie is married to Jerry O'Glee, Captain on the Shreveport Police Department. Their blended family includes four sons, two daughter-in-loves, one granddaughter, Annilyn, and one grandson, Eli.