JE
JE

Justine Elie

18 Years of Experience
Fort Worth, TX
Broker

Justine Elie is a registered investment advisor at LPL Financial LLC, based in Fort Worth, TX, with 18 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.

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Location

Fort Worth, TX

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
LPL Financial LLC
July 2021 - Present · 5 yrs 2 mos
LPL Financial LLCBroker
July 2021 - Present · 5 yrs 2 mos
LPL Financial LLC
July 2021 - Present · 5 yrs 2 mos
Previous Registrations
North Capital
November 2018 - June 2020 · 1 yr 7 mos
North Capital Private Securities CorporationBroker
May 2017 - June 2020 · 3 yrs 1 mo
Hd Vest Investment ServicesBroker
February 2016 - December 2016 · 10 mos
H.D. Vest Advisory Services, INC
February 2016 - December 2016 · 10 mos
TD Ameritrade, INC.
March 2013 - November 2014 · 1 yr 8 mos
Amerivest Investment Management, LLC
March 2013 - October 2014 · 1 yr 7 mos
TD Ameritrade, INC.Broker
September 2011 - November 2014 · 3 yrs 2 mos
Fidelity Brokerage Services LLCBroker
December 2004 - November 2006 · 1 yr 11 mos
Ifmg Securities, INC.Broker
June 2002 - March 2004 · 1 yr 9 mos
Brown & Company Securities CorporationBroker
March 2000 - March 2001 · 1 yr
Scudder Financial Services, INC.Broker
June 1999 - October 1999 · 4 mos
Scudder Investor Services, INC.Broker
September 1997 - June 1999 · 1 yr 9 mos
Putnam Mutual Funds CORP.Broker
April 1997 - August 1997 · 4 mos
State Registrations2 states
CATX
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Justine Elie - Financial Advisor | TrueAdvisor