JB
JB

Justin Bradford

26 Years of Experience
Southern Pines, NC
Broker

Justin Bradford is a registered investment advisor at LPL Financial LLC, based in Southern Pines, NC, with 26 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

100 Pavilion Way, Suite E3, Southern Pines, NC, 28387

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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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Other Business Activities

Justin operates Bradford Wealth Management, LLC as a DBA for his LPL business. He is also a co-owner of Rolling Green Capital Trust, a real estate rental business, dedicating minimal time to it.

Employment History
Current Registrations
LPL Financial LLC
May 2023 - Present · 3 yrs
LPL Financial LLCBroker
May 2023 - Present · 3 yrs
Previous Registrations
Spc
June 2021 - May 2023 · 1 yr 11 mos
Sigma Financial CorporationBroker
June 2021 - May 2023 · 1 yr 11 mos
Cetera Investment Advisers LLC
November 2020 - June 2021 · 7 mos
First Allied Advisory Services, INC.
January 2016 - November 2020 · 4 yrs 10 mos
First Allied Securities, INC.Broker
January 2016 - June 2021 · 5 yrs 5 mos
H.D. Vest Advisory Services, INC
February 2010 - January 2016 · 5 yrs 11 mos
Hd Vest Investment ServicesBroker
March 2003 - January 2016 · 12 yrs 10 mos
Prudential Securities IncorporatedBroker
June 2001 - October 2002 · 1 yr 4 mos
H&r Block Financial Advisors, INC.Broker
July 1999 - May 2001 · 1 yr 10 mos
State Registrations6 states
ILKSKYMONCSC
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.