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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Justin? Claim Your ProfileJustin Smith is a financial advisor with LPL Financial LLC. Justin has been in the industry since 2012 and has a strong background in financial planning, portfolio management, and investment advisory services. Justin specializes in working with a variety of clients, including high-net-worth individuals, families, and businesses. Justin is committed to providing personalized financial advice and helping clients achieve their financial goals. Prior to joining LPL Financial, Justin held positions at Thrivent Investment Management Inc. and Wells Fargo Advisors, LLC. Justin is registered to provide investment advice in California.
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
02/06/2018 - Present
LPL Financial LLC (SAN DIEGO CA)
MN
08/28/2014 - 04/12/2017
THRIVENT INVESTMENT MANAGEMENT INC. (MINNEAPOLIS MN)
MN
12/04/2013 - 08/06/2014
WELLS FARGO ADVISORS, LLC (ROSEVILLE MN)
MN
02/08/2012 - 07/25/2012
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
IA
Issued 09/17/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/11/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/17/2023
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/07/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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