Justin Carfora
Justin Carfora is a registered investment advisor at LPL Financial LLC, based in Guilford, CT, with 16 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
1069 Boston Post Road, Guilford, CT, 06437
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Regulatory History (1)
Financial
December 2024Other Business Activities
Justin operates Webster Investments as a DBA for his LPL business. This investment-related activity takes up a full-time commitment.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
First Trust Advisors LP
First Trust Portfolios L.P.Broker
Sentinus-Halo SecuritiesBroker
Terranova Capital Equities, INCBroker
Clinton Investment Management, LLC
Sentinel Financial Services CompanyBroker
Allianz Global Investors Distributors LLCBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith BarneyBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
State Registrations2 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.