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Justin Tyler Pandy

Investment adviser representative at LPL Financial LLC
13 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

13 years in the industry.

  1. LPL Financial LLCSep 2026 to now
  2. Pandys Garden CenterMay 2019 to now
  3. Cambridge Investment Research Advisors, Inc.Apr 2026 to Sep 2026
  4. Cambridge Investment Research, Inc.Feb 2026 to Sep 2026
  5. Lakewood Wealth ManagementFeb 2026 to Apr 2026
  6. Massmutual Life Insurance CoJun 2025 to Jan 2026
  7. MML Investors Services, LLCJun 2025 to Jan 2026
  8. Northwestern Mutual Life Insurance CompanyApr 2023 to May 2025
  9. Northwestern Mutual Investment Services LLCFeb 2023 to May 2025
  10. Fedex GroundFeb 2023 to May 2023
  11. UnemployedFeb 2013 to May 2019

Designations

  • CFP® certification

Exams passed

  • Series 63 · Uniform Securities Agent State Law2024

State registrations

Registered as an investment adviser representative in 2 states (MI, OH).

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
7703258
Firm CRD
6413
Advisor's SEC record (opens in a new tab)
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