Justin Volence, financial advisor Plainview NY

Justin Volence

CRD Number: 6709334
Current Firm: Lpl Financial LLC

Justin Volence (CRD# 6709334) is an Investment Advisor Representative working at Lpl Financial LLC in Plainview, NY and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC Plainview, NY Sep 2020 - Current < 1
The Hart Agency Melville, NY Jun 2014 - Current 6
Jp Morgan Securities, LLC Flushing, NY Sep 2019 - Sep 2020 1
Jp Morgan Chase Bank, N.a. Flushing, NY Sep 2019 - Sep 2020 1
Hsbc Securities (usa) Inc. New York, NY Oct 2017 - Sep 2019 1
Hsbc Bank Usa N.a. New York, NY Oct 2017 - Sep 2019 1
Hsbc Securities (usa) Inc. New York, NY Sep 2016 - Oct 2017 1
Hsbc Bank Usa N.a. New York, NY Jul 2016 - Oct 2017 1
Building Creations Lindenhurst, NY Jun 2012 - Jun 2016 4
Baruch College New York, NY Sep 2013 - Dec 2015 2
Hsbc Securities (usa) Inc. New York, NY Jun 2015 - Sep 2015 < 1
Anchin, Block & Anchin LLP New York, NY Feb 2014 - Apr 2014 < 1
Dowling College Oakdale, NY Sep 2011 - Jul 2013 1
Gnc Bayshore, NY Sep 2011 - Jun 2012 < 1
Suny Oswego University Oswego, NY Sep 2010 - Jun 2011 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2016
S66 NASAA Uniform Combined State Law Examination Oct 2019
Contact Info for Justin Volence
Phone Number: 704-733-3300
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    207,793
    MILLIONS
  • Total Number of Accounts
    892,326
    ACCOUNTS
  • Average Account Value
    $232,867
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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
Types of Clients
Registered States

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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