Unclaimed
Justin Lynn Dunwoody is a financial advisor with over 18 years of experience in the industry. Justin is currently registered with LPL Financial LLC, and has been with the firm since September 2021. Prior to joining LPL Financial LLC, Justin was registered with MML Investors Services, LLC. Justin holds licenses in Series 66, SIE, and Series 7 and is registered in numerous states including Pennsylvania, Texas, Alabama, Arizona, Colorado, Delaware, Florida, Georgia, Illinois, Iowa, Kentucky, Maine, Maryland, New Jersey, New York, North Carolina, Ohio, Oregon, South Carolina, Tennessee, Virginia, Washington, and West Virginia.
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.
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2
CA
09/23/2021 - Present
LPL Financial LLC (SAN DIEGO CA)
PA
03/28/2005 - 09/23/2021
MML INVESTORS SERVICES, LLC (Camp Hill PA)
BOTH
Issued 04/30/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/25/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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