Justin Poore
Justin Poore is a registered investment advisor at LPL Financial LLC, based in Madera, CA, with 23 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
Madera, CA
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Regulatory History (1)
Customer Dispute
March 2004Other Business ActivitiesSells Insurance
Justin is an insurance agent selling life and health insurance products, dedicating about 10-20% of his time to this. He also works as a tax accountant and financial planner, spending nearly full-time on advisory accounts for wealth management.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Securities America Advisors, INC.
Securities America, INC.Broker
Kms Financial Services, INC
Kms Financial Services, INC.Broker
H.D. Vest Advisory Services, INC
Hd Vest Investment ServicesBroker
Sammons Securities Company, LLCBroker
Genworth Financial Securities CorporationBroker
Intersecurities, INC.Broker
Next Financial Group, INC.Broker
State Registrations9 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.