Justine Elie (CRD# 2858625) is an Investment Advisor Representative working at Lpl Financial LLC in San Diego, CA and has over 12 years of experience in the finance industry.
CRD# 5769283
Paradigm Shift Financial, LLC
CRD# 2730478
Madison Avenue Securities, LLC
CRD# 5621865
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial | San Diego, CA | Jun 2021 - Current | 2 |
| Unemployed | Fort Worth, TX | Jun 2020 - Jun 2021 | 1 |
| North Capital Private Securities Corportion | Salt Lake City, UT | May 2017 - Jun 2020 | 3 |
| Unemployed | Fort Worth, TX | Dec 2016 - May 2017 | < 1 |
| Hd Vest Investment Services | Irving, TX | Feb 2016 - Dec 2016 | < 1 |
| Hd Vest Advisory Services | Irving, TX | Feb 2016 - Dec 2016 | < 1 |
| Unemployed | Fort Worth, TX | Nov 2014 - Jan 2016 | 1 |
| Td Ameritrade | Fort Worth, TX | Sep 2010 - Nov 2014 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2011 |
| S66 | NASAA Uniform Combined State Law Examination | Mar 2013 |
- CA
- TX
-
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)
- 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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