Justin Cole is a CFA-designated registered investment advisor at LPL Financial LLC, based in Fargo, ND, with 9 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
500 2nd Ave. North, Fargo, ND, 58102
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Regulatory History (1)
Criminal
September 2000Other Business Activities
Justin works for Gate City Bank/Gate City Investment Services in several roles, including as an investment strategist and on the Gate City Financial Services Investment Committee. These activities take up a significant amount of Justin's time, including full-time hours for his LPL business DBA.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
LPL Financial LLC
State Registrations2 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.