Justin Tyrrell
Justin Tyrrell is a registered investment advisor at LPL Financial LLC, based in West Covina, CA, 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
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
1000 Lakes Dr, Ste 325, West Covina, CA, 91790
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Justin operates under several DBAs for his LPL business, including Trilogy Financial Services Inc. and Trilogy Financial. He is also an agent selling term and indexed/fixed universal life insurance through Trilogy Insurance and provides investment advisory services through Trilogy Capital, Inc., dedicating full-time hours to this activity.
Employment History
Current Registrations
LPL Financial LLCBroker
Trilogy Capital, INC.
Previous Registrations
LPL Financial LLCBroker
LPL Financial LLC
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
State Registrations5 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.