Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Justin? Claim Your ProfileJustin Bastian is a financial professional with over 16 years of experience in the financial services industry. Justin has held various roles at firms like Wells Fargo Advisors and SagePoint Financial, Inc. Justin's current role is with LPL Enterprise, LLC where he focuses on providing financial planning, portfolio management, and consulting services to individuals and businesses. He holds several securities licenses, including Series 66, Series 7, and Series 99.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
A percentage of the total value of assets under management is charged.
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2
UT
10/03/2024 - Present
LPL Enterprise, LLC (VERNAL UT)
GA
02/01/2023 - 08/23/2024
TRIAD ADVISORS LLC (ATLANTA GA)
NE
02/01/2023 - 06/14/2024
SECURITIES AMERICA, INC. (LAVISTA NE)
MN
09/02/2021 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
GA
09/02/2021 - 11/03/2023
FSC SECURITIES CORPORATION (ATLANTA GA)
AZ
09/02/2021 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (PHOENIX AZ)
VA
10/06/2017 - 04/13/2020
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (GLEN ALLEN VA)
VA
03/30/2016 - 04/13/2020
WELLS FARGO CLEARING SERVICES, LLC (RICHMOND VA)
UT
01/03/2011 - 08/18/2015
WELLS FARGO ADVISORS, LLC (SALT LAKE CITY UT)
UT
12/07/2010 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (SALT LAKE CITY UT)
NM
07/19/2007 - 05/11/2010
WELLS FARGO INVESTMENTS, LLC (LAS CRUCES NM)
UT
02/13/2006 - 04/02/2007
WELLS FARGO INVESTMENTS, LLC (SALT LAKE CITY UT)
BOTH
Issued 02/27/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/07/2017
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/09/2017
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/10/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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