Justin James Lavery
Investment adviser representative at LPL Enterprise, LLC
12 yearsExperience
1 stateRegistered in
$24.9BFirm assets
2 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
12 years in the industry.
- LPL Enterprise, LLCDec 2024 to now
- Gold Coast ValetJun 2017 to now
- Lexus of SmithtownSep 2022 to Jul 2024
- Sunrise ToyotaMar 2021 to Jun 2022
- B&l Pc Solutions Inc.Mar 2020 to Mar 2021
- Fluid Imagery ComputingSep 2019 to Mar 2020
- Suffolk County Community CollegeSep 2017 to Sep 2020
- UnemployedDec 2014 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (NY).
LPL Enterprise, LLC
$24.9BAssets managed
102,563Clients
3,116Advisers
2 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
- 8023738
- Firm CRD
- 8733