JP
JP

Justin Powell

9 Years of Experience
Asheville, NC
Broker

Justin Powell is a registered investment advisor at LPL Financial LLC, based in Asheville, NC, 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
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

135 Sweeten Creek Rd, Asheville, NC, 28803

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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.

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Other Business Activities

Justin is a musician, dedicating a few hours per week to a music band and freelance work. He also owns an Air B&B and operates his LPL business through Financial Partners, Inc., dedicating about half his time to it.

Employment History
Current Registrations
LPL Financial LLC
May 2021 - Present · 5 yrs
LPL Financial LLCBroker
May 2021 - Present · 5 yrs
Previous Registrations
Edward Jones
October 2016 - May 2021 · 4 yrs 7 mos
Edward JonesBroker
July 2016 - May 2021 · 4 yrs 10 mos
State Registrations3 states
FLNCVA
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.