JW
JW

Justine Walker

13 Years of Experience
Fort Mill, SC
Broker

Justine Walker is a registered investment advisor at LPL Financial LLC, based in Fort Mill, SC, with 13 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

1055 Lpl Way, Fort Mill, SC, 29715

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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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Employment History
Current Registrations
LPL Financial LLCBroker
May 2025 - Present · 1 yr
LPL Financial LLC
May 2025 - Present · 1 yr
LPL Financial LLC
May 2025 - Present · 1 yr
Previous Registrations
Advice and Planning Services
August 2023 - October 2024 · 1 yr 2 mos
Tiaa-Cref Individual & Institutional Services, LLCBroker
August 2023 - October 2024 · 1 yr 2 mos
Nuveen Asset Management, LLC
April 2022 - August 2023 · 1 yr 4 mos
Nuveen Securities, LLCBroker
April 2022 - August 2023 · 1 yr 4 mos
Fidelity Personal and Workplace Advisors
September 2020 - April 2022 · 1 yr 7 mos
Fidelity Brokerage Services LLCBroker
June 2020 - March 2022 · 1 yr 9 mos
Nuveen Asset Management, LLC
January 2017 - December 2019 · 2 yrs 11 mos
Nuveen Securities, LLCBroker
January 2017 - December 2019 · 2 yrs 11 mos
Teachers Personal Investors Services, INC.Broker
November 2016 - December 2016 · 1 mo
Advice and Planning Services
October 2013 - November 2016 · 3 yrs 1 mo
Tiaa-Cref Individual & Institutional Services, LLCBroker
May 2011 - November 2016 · 5 yrs 6 mos
State Registrations2 states
NCSC
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.