Justin Arce
Justin Arce is a registered investment advisor at LPL Financial LLC, based in Rancho Cucamonga, CA, 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
8280 Aspen St. Ste 195, Rancho Cucamonga, CA, 91730
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Justin sells life, long-term care (LTC), and health insurance through Crump, dedicating about 10-20% of his time. He also operates Cognitive Wealth Management (CWM) as a DBA for his LPL business and Epiphany Wealth Planning LLC for tax/investment purposes, dedicating nearly full-time hours to the latter.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Osaic Wealth, INC.
Nwf Advisory Services INC
Osaic Wealth, INC.Broker
Foresters Advisory Services, LLC
Foresters Financial Services, 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.