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Justin Tyler Reed

Investment adviser representative at LPL Financial LLC
20 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$819.1BFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Seminars and workshops

Experience

20 years in the industry.

  1. LPL Financial, LLCJul 2021 to now
  2. Logic Wealth StrategiesDec 2018 to now
  3. Coloreedo PromotionsNov 2018 to now
  4. St Marys FoundationApr 2016 to now
  5. Reed FinancialDec 2007 to now
  6. Rental HouseAug 2014 to Dec 2018
  7. Hope WestMar 2009 to Jan 2019
  8. Legend Wealth ManagementMar 2009 to Jan 2019
  9. Various Insurance Carriers for W & R Insurance AgenciesSep 2006 to Jul 2021
  10. Waddell & Reed, Inc.May 2006 to Jul 2021

Designations

  • CFP® certification

Exams passed

  • Series 66 · Uniform Combined State Law2006

State registrations

Registered as an investment adviser representative in 2 states (CO, TX).

LPL Financial LLC

$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
5144726
Firm CRD
6413
Advisor's SEC record (opens in a new tab)
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