Justin
Morales
Lpl Financial LLC
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About this Advisor
Justin Morales is a financial advisor who works out of New Braunfels, Texas. Morales is an advisor for Lpl Financial LLC. During their career, the advisor has held roles at Mml Investors Services, LLC, Mass Mutual Life Insurance Company, Best Plumbing Specialties, United Rentals, Republic Services, Morales Oilfield Services, Venture Energy Services, City Of West University Place, Spring Loaded Trampoline Park, Garcia'S Mexican Restaurant, College Promoters Of Texas, Gary Job Corps, Rheem Manufacturing, Brasscraft Manufacturing and Lpl Financial LLC. Morales has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Texas. Lpl Financial LLC is a firm that has its headquarters in Fort Mill, SC. It has offices in 9,898 locations and a total of 31,366 employees. It oversees $368 billion in total assets across its 1,688,501 accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm serves 3,425 charitable organizations. Of its 1,688,501 accounts, 31% belong to high-net-worth individuals who have at least $1 million in assets. Lpl Financial LLC offers 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. A financial advisor's fees largely are based on which services the firm provides the client. However, fee types billed by Lpl Financial LLC likely are comprised of any combination of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Lpl Financial LLC Brokerage Details
$368,018,536,946
31,366
1,688,501
$217,956
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
- Other
Justin Morales Work History
Justin has been registered as a financial advisor for 0 years.*
Lpl Financial LLC
Brasscraft Manufacturing
Mml Investors Services, LLC
Mass Mutual Life Insurance Company
Rheem Manufacturing
Best Plumbing Specialties
United Rentals
Republic Services
Morales Oilfield Services
Venture Energy Services
City Of West University Place
Spring Loaded Trampoline Park
Garcia'S Mexican Restaurant
College Promoters Of Texas
Gary Job Corps
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Justin Morales to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Lpl Financial LLC
Fort Mill, SC
Worcester, MA
Naperville, IL
Ann Arbor, MI
Naples, FL
Denver, CO
Aptos, CA
Rochester, NY
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
