Justin Kawcak is a registered investment advisor at LPL Financial LLC, based in Craig, CO, 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
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
463 Ranney St, Craig, CO, 81625
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Justin operates Altitude Financial Services as a DBA for his LPL business, dedicating full-time hours during securities trading. He also serves as a public notary for Colorado, requiring minimal time, and owns K4 Properties, LLC for real estate rental, taking minimal time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Fbl Marketing Services, LLCBroker
AXA Advisors, LLC
AXA Advisors, LLCBroker
Northwestern Mutual Investment Services, LLCBroker
State Registrations22 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.