JB
JB

Justin Bryson

12 Years of Experience
North Wilkesboro, NC
BrokerSells Insurance

Justin Bryson is a registered investment advisor at LPL Financial LLC, based in North Wilkesboro, NC, with 12 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

201 10th Street, North Wilkesboro, NC, 28659

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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 operates Pilot Financial as a DBA for his LPL business, dedicating full-time hours to it. He also sells non-variable insurance and owns Team Pearl LLC (for tax/investment purposes) and GritFit, Inc. DBA ISI Elite Training.

Employment History
Current Registrations
LPL Financial LLCBroker
July 2024 - Present · 2 yrs
LPL Financial LLC
July 2024 - Present · 2 yrs
Previous Registrations
Janney Montgomery Scott LLCBroker
October 2020 - June 2024 · 3 yrs 8 mos
Janney Montgomery Scott LLC
October 2020 - June 2024 · 3 yrs 8 mos
Wells Fargo Clearing Services, LLC
January 2015 - October 2020 · 5 yrs 9 mos
Wells Fargo Clearing Services, LLCBroker
April 2013 - October 2020 · 7 yrs 6 mos
State Registrations11 states
DEFLINMDNCNJNYSCTNTXVA
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 Bryson - Financial Advisor | TrueAdvisor