JS
CFP
JS
CFP

Justin Sanders

19 Years of Experience
Atlanta, GA
BrokerSells Insurance

Justin Sanders is a CFP-designated registered investment advisor at LPL Financial LLC, based in Atlanta, GA, with 19 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

900 Ashwood Parkway Ste 330, Atlanta, GA, 30338

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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 ActivitiesSells Insurance

Justin operates Peachtree Wealth Strategies, a non-variable insurance DBA, selling fixed, life, disability, and LTC insurance products, dedicating about 10-20% of his time. He also has a DBA for his LPL business, Bay Financial Associates LLC, but spends no time on it.

Employment History
Current Registrations
LPL Financial LLC
June 2014 - Present · 11 yrs 11 mos
LPL Financial LLCBroker
April 2014 - Present · 12 yrs 1 mo
Previous Registrations
Northwestern Mutual Investment Services, LLCBroker
February 2005 - April 2012 · 7 yrs 2 mos
State Registrations13 states
CACOFLGAMANCNYOHPASCTXWAWI
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.
Justin Sanders - Financial Advisor | TrueAdvisor