Justin Byrd
Justin Byrd is a registered investment advisor at LPL Financial LLC, based in Parker, CO, with 12 years of industry experience. Justin is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
Parker, CO
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2019Other Business ActivitiesSells Insurance
Justin has a DBA for his LPL business called Financial Dynamics, LLC, and a business entity for tax/investment purposes called Blue Field, LLC. He also works as a preacher, dedicating minimal time, and is an agent for Cavalier Associates and Western Wealth Advisors, selling life, disability, and long-term care insurance, dedicating about 10-20% of his time to Cavalier Associates and about a quarter of his time to Western Wealth Advisors.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
MML Investors Services, LLCBroker
Nylife Securities LLCBroker
State Registrations17 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.
Exams
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