JD
JD

Justin Dunn

13 Years of Experience
Sterling Heights, MI
BrokerSells Insurance

Justin Dunn is a registered investment advisor at LPL Financial LLC, based in Sterling Heights, MI, 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

35353 Dodge Park Road, Sterling Heights, MI, 48312

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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 sells non-variable insurance, dedicating about 10% of his time to this activity. He also works as a hockey referee, spending about 15 hours per month on this non-investment related activity.

Employment History
Current Registrations
LPL Financial LLC
September 2012 - Present · 13 yrs 8 mos
LPL Financial LLC
July 2012 - Present · 13 yrs 10 mos
LPL Financial LLCBroker
July 2012 - Present · 13 yrs 10 mos
State Registrations4 states
FLMINCTX
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 Dunn - Financial Advisor | TrueAdvisor