JP
JP

Justin Pisellini

15 Years of Experience
Wheaton, IL
BrokerSells Insurance

Justin Pisellini is a registered investment advisor at LPL Financial LLC, based in Wheaton, IL, with 15 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

126 S County Farm Rd # 2, Wheaton, IL, 60187

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Justin operates HighPoint Planning Partners and The 457 Consulting Group, both DBAs for his LPL business, dedicating full-time and about a quarter of his time respectively. He also works part-time as a licensed administrative assistant and is an insurance agent selling non-variable insurance, spending minimal time on this.

Employment History
Current Registrations
LPL Financial LLC
February 2018 - Present · 8 yrs 3 mos
LPL Financial LLCBroker
February 2018 - Present · 8 yrs 3 mos
Previous Registrations
Edward Jones
July 2010 - February 2018 · 7 yrs 7 mos
Edward JonesBroker
June 2010 - February 2018 · 7 yrs 8 mos
State Registrations14 states
AZCACOFLGAHIILINMINCNYSCTXWI
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 Pisellini - Financial Advisor | TrueAdvisor