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Justin Adam Martin

Investment adviser representative at LPL Financial LLC
10 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

10 years in the industry.

  1. LPL Financial, LLCJul 2026 to now
  2. MML Investors Services, LLCMar 2023 to Jul 2026
  3. Massmutual Life Insurance Co/strategic Financial PartnersJan 2023 to Jul 2026
  4. Giles Financial GroupJul 2019 to Jan 2023
  5. Ameriprise Financial Services LLC.May 2016 to Jan 2023
  6. Guidingpoint Financial GroupMay 2016 to Jul 2019

Exams passed

  • Series 63 · Uniform Securities Agent State Law2024
  • Series 65 · Uniform Investment Adviser Law2025

State registrations

Registered as an investment adviser representative in 1 state (TN).

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
6652244
Firm CRD
6413
Advisor's SEC record (opens in a new tab)
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