Unclaimed
Justice Avery is a financial advisor currently registered with LPL Financial LLC in Lutherville, Maryland. Justice is a Series 6TO and SIE licensed representative and has been working in the financial services industry since 2020. Prior to joining LPL Financial LLC, Justice Avery worked for Allianz Life Financial Services, LLC in Minneapolis, Minnesota. Justice Avery provides investment advice to individuals, corporations, high net worth individuals, charitable organizations, pension and profit sharing plans, and state or municipal government entities.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MD
05/12/2022 - Present
LPL Financial LLC (LUTHERVILLE MD)
MN
12/26/2020 - 02/08/2022
ALLIANZ LIFE FINANCIAL SERVICES, LLC (MINNEAPOLIS MN)
BC
Issued 12/26/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/03/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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