Justin Brown
Investment adviser representative at LPL Financial LLC
20 yearsExperience
1 stateRegistered in
$819.1BFirm assets
51 yearsFirm in business
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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.
- LPL Financial LLCOct 2025 to now
- Edward JonesJun 2022 to Oct 2025
- Bok Financial Private Wealth, IncMay 2021 to Jun 2022
- Bok Financial Securities, Inc.Feb 2019 to Jun 2022
- BOKF, NAFeb 2019 to Jun 2022
- TD AmeritradeOct 2018 to Mar 2019
- Bank of America, N.A.Sep 2018 to Oct 2018
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedSep 2018 to Oct 2018
- Eagle Strategies LLCDec 2017 to Sep 2018
- New York Life Insurance CompanyOct 2017 to Sep 2018
- Nylife Securities LLCOct 2017 to Sep 2018
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMay 2006 to Jul 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 1 state (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
- 5150095
- Firm CRD
- 6413