Justin WestCRD Number: 3126433
Current Firm: Lpl Financial LLC
Justin West (CRD# 3126433) is an Investment Advisor Representative working at Lpl Financial LLC in Sheridan, WY and has over 24 years of experience in the finance industry.
Cetera Investment Advisers LLC
D.a. Davidson & Company
U.s. Bancorp Investments, Inc.
|Lpl Financial LLC||Sheridan, WY||Nov 2017 - Current||5|
|First National Bank||Sheridan, WY||Jun 2008 - Current||15|
|Investment Centers Of America||Sheridan, WY||Aug 2009 - Nov 2017||8|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 1998|
Total Assets Under Management368,019MILLIONS
Total Number of Accounts1,688,501ACCOUNTS
Average Account Value$217,956
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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