Justin Florence
Justin Florence is a registered investment advisor at LPL Financial LLC, based in Jonesboro, GA, 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
2242 Mt Zion Rd, Jonesboro, GA, 30236
Get directionsHistory
Regulatory History (4)
Judgment / Lien
March 2020Judgment / Lien
February 2020Judgment / Lien
May 2018Customer Dispute
September 2013Other Business ActivitiesSells Insurance
Justin sells non-variable insurance through Buckhead Brokerage Group, dedicating a few hours per week. He also provides investment advisory services through Capital and Planning LLC, spending nearly full-time hours on this activity.
Employment History
Current Registrations
LPL Financial LLC
Capital and Planning, LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Edward JonesBroker
State Registrations5 states
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.