James Justin Towne
Investment adviser representative at LPL Financial LLC
10 yearsExperience
1 stateRegistered 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
10 years in the industry.
- Eastrise Credit UnionAug 2025 to now
- LPL Financial LLCAug 2025 to now
- MML Investors Services, LLCMar 2023 to Aug 2025
- Massmutual Life Insurance CompanyFeb 2023 to Aug 2025
- LPL Financial LLCSep 2020 to Mar 2023
- Cetera Advisor NetworksJan 2019 to Sep 2020
- Community Financial Services GroupJul 2018 to Mar 2023
- US CellularNov 2017 to Jul 2018
- UnemployedJun 2017 to Nov 2017
- Edward JonesMar 2016 to Jun 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 1 state (VT).
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
- 6414493
- Firm CRD
- 6413