Justin Russell Florence

Employer firm

Capital And Planning, LLC CRD 321104

$194M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2004 → Present
  Lpl Financial Llc
  Jonesboro, GA
• 07/2023 → Present
  Captial And Planning, Llc
  Jonesboro, GA

Other Businesses

1. 11/03/2015 * Buckhead Brokerage Group * Non-Variable Insurance * inv rel * at reported business location. * start 10/12/2015 * 5 hrs/mo during secs trdg hrs. 2. 04/06/2016 * SES Wealth Management * Business Entity For Tax/Investment Purposes Only * INV REL * AT REPORTED BUSINESS LOCATION(S) * START 03/03/2008 *LPL commission and Fee Revenue * 0 HRS/MO. 3. 07/26/2023 - CAPITAL AND PLANNING LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid- IAR - Start Date 04/26/2022 - 170 Hours Per Month/ 170 Hours During Trading - I provide investment advisory services through CAPITAL AND PLANNING LLC, an independent investment advisor firm. I started this business activity in 04/2022. I expect to spend approximately 170 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 4. 08/17/2023 - Capital and Planning LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Start Date 07/20/2023 - 170 Hours Per Month/ 170 Hours During Trading - Registered Investment Advisor DBA - I provide investment advisory services through Capital and Planning LLC, an independent investment advisor firm. I started this business activity in 07/2023. I expect to spend approximately 170 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.

Exams

• S66 Uniform Combined State Law Examination
  2004-08-24
• S63 Uniform Securities Agent State Law Examination
  2001-06-20