Justin Steele is a registered investment advisor at LPL Financial LLC, based in Bridgewater, NJ, 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
1140 Highway 22 East #105, Bridgewater, NJ, 08807
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Justin operates Paradigm Wealth Management, LLC and Paradigm Wealth Management Collective as DBAs for his LPL business. He also provides investment advisory services through Paradigm Wealth Advisory LLC, an independent investment advisor firm, dedicating nearly full-time hours to this activity.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Paradigm Wealth Advisory LLC
Janus Henderson DistributorsBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
Columbia Management Advisors, LLC
Columbia Management Distributors, INC.Broker
State Registrations15 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.