Justin Mulholland is a registered investment advisor at LPL Financial LLC, based in Whitmore Lake, MI, with 17 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
7936 M-36 #3, Whitmore Lake, MI, 48189
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Justin owns Justin Mulholland Financial Services, a non-investment related business entity. He also owns 52 Blue Wealth Management LLC, which is a DBA for his LPL business and another business entity for tax/investment purposes; he spends full-time hours on the LPL business and about a quarter of his time on the other.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Edward Jones
Edward JonesBroker
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
Efg, INC.
Cambridge Investment Research, INC.Broker
State Registrations17 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.