Justin Arce (CRD# 5785290) is an Investment Advisor Representative working at Lpl Financial LLC in Rancho Cucamonga, CA and has over 13 years of experience in the finance industry.
CRD# 2513561
Householder Group Estate & Retirement Specialists
CRD# 1622075
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 5480138
Safeguard Investment Advisory Group, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Rancho Cucamonga, CA | Mar 2024 - Current | < 1 |
| Royal Alliance | Los Angeles, CA | Feb 2018 - Mar 2024 | 6 |
| Foresters Financial Service | Monrovia, CA | Jan 2017 - Feb 2018 | 1 |
| Foresters Advisory Services LLC | Monrovia, CA | Jan 2015 - Feb 2018 | 3 |
| Foresters Financial Services | Monrovia, CA | Mar 2016 - Jan 2017 | < 1 |
| First Investors Corporation | Pasadena, CA | Oct 2013 - Mar 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2010 |
| S65 | NASAA Investment Advisors Law Examination | Jan 2015 |
- CA
- TX
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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
- Other
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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