JL
JL

Justin Larkin

17 Years of Experience
Olympia, WA
1 DisclosureBrokerSells Insurance

Justin Larkin is a registered investment advisor at LPL Financial LLC, based in Olympia, WA, 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

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.

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Location

203 4th Ave E; Ste 422, Olympia, WA, 98501

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
April 2020
Denied
Other Business ActivitiesSells Insurance

Justin is involved in various business activities, including real estate rentals, tax preparation, and an electrical company. He also works as an agent for Associates of Clifton Park, selling non-variable insurance.

Employment History
Current Registrations
LPL Financial LLC
July 2021 - Present · 4 yrs 10 mos
LPL Financial LLCBroker
July 2021 - Present · 4 yrs 10 mos
Previous Registrations
Waddell & Reed
September 2008 - July 2021 · 12 yrs 10 mos
Waddell & ReedBroker
July 2008 - July 2021 · 13 yrs
State Registrations33 states
AKALARAZCACOCTFLGAIAIDILINKSKYLAMAMNMOMTNENMNVNYOHOKORSDTNTXVAWAWI
AdvisorBrokerBoth

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
No exam information available for this advisor.
Justin Larkin - Financial Advisor | TrueAdvisor