Justin Carfora
Investment adviser representative at LPL Financial LLC
11 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
11 years in the industry.
- LPL Financial LLCApr 2024 to now
- Webster BankApr 2024 to now
- First Trust Advisors L.P.Jan 2019 to Mar 2024
- First Trust Protfolios L.P.Jan 2019 to Mar 2024
- Sentinus-halo SecuritiesMay 2018 to Dec 2018
- Pitonim LLCFeb 2018 to May 2018
- Terranova Capital Equities, Inc.Sep 2017 to May 2018
- UnemployedMay 2017 to Sep 2017
- Clinton Investment ManagementNov 2015 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 1 state (CT).
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
- 5376437
- Firm CRD
- 6413