Lpl Financial LLC
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About this Advisor
Justin Cassida is a certified financial planner who works out of Denver, Colorado, with 11 years of work experience. Cassida is currently employed by Lpl Financial LLC. Over the course of their career, they have held roles at Brown & Company and Lpl Financial, LLC (Formerly: Linsco/Private Ledger Corp.). Cassida has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can operate in Colorado. Lpl Financial LLC is a financial advisory company based out of Denver, Colorado. It has offices in 8,011 locations and a total of 22,703 employees. It manages $153 billion in total assets among its 680,466 accounts, making it one of the biggest firms in the United States by assets under management. The firm provides services to 899 charitable organizations. Of its 680,466 customer accounts, 23% belong to high-net-worth individuals who have greater than $1 million in assets. Lpl Financial LLC has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Fees charged by financial advisors typically are based on which services the firm provides the client. However, fee types charged by Lpl Financial LLC can include asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years of Experience
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Lpl Financial LLC Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Justin Cassida Work History
Justin has 11 years of experience.
Brown & Company
Lpl Financial, LLC (Formerly: Linsco/Private Ledger Corp.)
Justin Cassida has no disclosures.
Please visit their SEC profile for more details.