TrueAdvisor
TrueAdvisor
JC
CFP
JC
CFP

Justin Clapsaddle

LPL Financial LLC
10 Years of Experience
Brevard, NC
Broker
View SEC Summary
View SEC Summary

Justin Clapsaddle is a CFP-designated registered investment advisor at LPL Financial LLC, based in Brevard, NC, with 10 years of industry experience. Justin is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28129 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

10 Park Pl E, Brevard, NC, 28712-4362

Get directions

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.

Learn about disclosures →
Other Business Activities

Justin runs War Metal Forge/Clapsaddle Knives, a home-based business, since 2012. This activity takes about 10-20% of his time.

Employment History
Current Registrations
LPL Financial LLC
December 2024 - Present · 1 yr 10 mos
LPL Financial LLCBroker
November 2022 - Present · 3 yrs 11 mos
LPL Financial LLC
November 2022 - Present · 3 yrs 11 mos
Previous Registrations
Uvest Financial Services Group, INC.Broker
January 2005 - November 2008 · 3 yrs 10 mos
Uvest Financial Services Group, INC.
January 2005 - November 2008 · 3 yrs 10 mos
First Citizens Investor Services, INC.Broker
August 2004 - January 2005 · 5 mos
First Citizens Investor Services, INC.
August 2004 - January 2005 · 5 mos
Reliance Securities, LLCBroker
June 2004 - July 2004 · 1 mo
Money Concepts Capital CORP
March 2002 - May 2004 · 2 yrs 2 mos
Money Concepts Capital CORPBroker
January 2002 - May 2004 · 2 yrs 4 mos
State Registrations12 states
ALCOFLGAIDNCNJNYOHSCTNVA
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.
More Advisors
More financial advisors in Brevard, NC →All financial advisors in North Carolina →