Justin Novara is a CFP-designated registered investment advisor at LPL Financial LLC, based in Madison, WI, with 11 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
3750 University Ave, Madison, WI, 53705
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Justin works as an investment sales assistant at the University of Wisconsin Credit Union since 2014. He also works in Wealth Management at UW Credit Union as a DBA for LPL business, dedicating full-time hours to this role.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
State Registrations9 states
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