JT
JT

Justin Tantlinger

11 Years of Experience
Export, PA
1 DisclosureBrokerSells Insurance

Justin Tantlinger is a registered investment advisor at LPL Financial LLC, based in Export, PA, 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
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

4000 Triangle Lane #200, Export, PA, 15632

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Judgment / Lien
February 2025
Other Business ActivitiesSells Insurance

Justin is involved in several business activities, including DBAs for his LPL business, YTS Wealth Management and Yeckley, Tantlinger & Subich Wealth Management LLC, dedicating full-time hours to these. He also owns YTS Insurance Agency, selling fixed annuities, health insurance, and non-variable life insurance, spending a few hours per week on this.

Employment History
Current Registrations
LPL Financial LLC
September 2020 - Present · 5 yrs 8 mos
LPL Financial LLCBroker
September 2020 - Present · 5 yrs 8 mos
Previous Registrations
Lincoln Financial Securities Corporation
October 2014 - September 2020 · 5 yrs 11 mos
Lincoln Financial Securities CorporationBroker
July 2014 - September 2020 · 6 yrs 2 mos
State Registrations31 states
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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 Tantlinger - Financial Advisor | TrueAdvisor