Justin Kerns
Justin Kerns is a registered investment advisor at LPL Financial LLC, based in Roanoke, VA, with 20 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
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
Location
2650 Electric Road, Suite D, Roanoke, VA, 24018
Get directionsHistory
Regulatory History (1)
Criminal
April 1996Other Business ActivitiesSells Insurance
Justin operates River Birch Wealth Management as a DBA for his LPL business. He also owns KK Productions, spending a few hours per week on it, and sells non-variable insurance through Mutual of Omaha, dedicating minimal time to it. Justin also has Kerns & Kerns, Inc. as a business entity for tax/investment purposes.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Equitable Advisors, LLC
Equitable Advisors, LLCBroker
State Registrations16 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.
Exams
More Advisors
- William LawfieldLPL Financial LLC
- Michael BlanchardLPL Financial LLC
- John Register, CFPLPL Financial LLC
- Larry WoodsLPL Financial LLC
- Samuel HodgesLPL Financial LLC
- Joseph CrandallLPL Financial LLC