JB
CFP
JB
CFP

Justin Baierl

5 Years of Experience
Moon Twp, PA
BrokerSells Insurance

Justin Baierl is a CFP-designated registered investment advisor at LPL Financial LLC, based in Moon Twp, PA, with 5 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

949 Beaver Grade Rd, Moon Twp, PA, 15108

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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 ActivitiesSells Insurance

Justin works as a Financial Representative under Kades Margolis, receiving commission-based compensation. He engages in life insurance sales and financial services, dedicating nearly full-time hours to these activities.

Employment History
Current Registrations
LPL Financial LLCBroker
October 2025 - Present · 7 mos
LPL Financial LLC
October 2025 - Present · 7 mos
Previous Registrations
Gwn Securities INC.Broker
January 2025 - October 2025 · 9 mos
Gwn Securities INC.
January 2025 - October 2025 · 9 mos
Hornor, Townsend & Kent, LLC
February 2021 - August 2024 · 3 yrs 6 mos
Hornor, Townsend & Kent, LLCBroker
September 2020 - August 2024 · 3 yrs 11 mos
State Registrations3 states
HIMIPA
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 Baierl - Financial Advisor | TrueAdvisor