Justin Blevins
Justin Blevins is a registered investment advisor at LPL Financial LLC, based in Swartz Creek, MI, 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
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
2065 Elms Rd, Swartz Creek, MI, 48473
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Regulatory History (1)
Employment Separation After Allegations
October 2020Other Business ActivitiesSells Insurance
Justin sells non-variable insurance through American Brokerage Services, dedicating minimal time. He also works for Intuit providing customer support and as a tax preparer for Blevins Tax Services LLC, taking about half and about a quarter of his time, respectively.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Waddell & Reed
Waddell & ReedBroker
Planmember Securities Corporation
Planmember Securities CorporationBroker
Legend Advisory Corporation
Legend Equities CorporationBroker
J.P. Morgan Securities LLCBroker
J.P. Morgan Securities LLC
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Waddell & Reed, INC.
Waddell & Reed, INC.Broker
State Registrations4 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.