JS
JS

Justin Samland

10 Years of Experience
Amherst, NY
Broker

Justin Samland is a registered investment advisor at LPL Financial LLC, based in Amherst, NY, with 10 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.

Loading...

Location

3105 Niagara Falls Blvd., Amherst, NY, 14228

Get directions

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.

Learn about disclosures →
Other Business Activities

Justin works as a Personal Financial Associate at Northwest Bank and Northwest Investment Services, dedicating a significant amount of time to these roles. He also owns rental real estate, spending minimal time on this activity.

Employment History
Current Registrations
LPL Financial LLC
December 2023 - Present · 2 yrs 5 mos
LPL Financial LLCBroker
August 2017 - Present · 8 yrs 9 mos
Previous Registrations
M&t Securities, INC.Broker
March 2016 - July 2017 · 1 yr 4 mos
State Registrations1 state
NY
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.