Justin Porco is a CFP-designated registered investment advisor at LPL Financial LLC, based in Sewickley, 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
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
1605 Camrody Court, Sewickley, PA, 15143
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Justin operates his LPL business through The Kelley Financial Group and Stratos Wealth Partners, spending full-time hours on each. He also has a business entity, J&N Construction LLC, for tax/investment purposes, dedicating a few hours per week.
Employment History
Current Registrations
LPL Financial LLCBroker
Stratos Wealth Partners, LTD
Previous Registrations
On Investment Management CO
The O.N. Equity Sales CompanyBroker
Global Retirement Partners LLC
LPL Financial LLCBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations5 states
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