Justin Kerns
Justin Kerns is a registered investment advisor at LPL Financial LLC, based in Roanoke, VA, 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
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
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.