Justin Morales is a registered investment advisor at LPL Financial LLC, based in New Braunfels, TX, with 3 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
645 Floral Ave Ste B2, New Braunfels, TX, 78130
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Justin has W-2 employment at BrassCraft Manufacturing since March 2022. He also operates under two DBAs for his LPL business: Legamaro Financial Services (since February 2023) and Morales Wealth Management (since November 2024), dedicating full-time hours to the latter.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
MML Investors Services, LLCBroker
State Registrations5 states
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