Justin West is a registered investment advisor at LPL Financial LLC, based in Sheridan, WY, with 24 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Location
29 N Gould St, Sheridan, WY, 82801
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Justin is the Market President at First National Bank of Buffalof, dedicating nearly all of his time to this role. He also owns Scythe Investments, LLC, a ranch business, which takes about a quarter of his time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Investment Centers of America, INC.
Investment Centers of America, INC.Broker
Bancwest Investment Services, INC.Broker
Primevest Financial Services, INC.Broker
Invest Financial CorporationBroker
State Registrations1 state
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.