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Justin Phillip Hulett

LPl Financial LLC

Troy, MI

CRD 4409406

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Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Educational seminars
  • CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-02-14
WI RA APPROVED 2018-12-03
MI RA APPROVED 2011-04-29
  • TX RA
    APPROVED
    Since 2022-02-14
  • WI RA
    APPROVED
    Since 2018-12-03
  • MI RA
    APPROVED
    Since 2011-04-29

Branch Locations

70 W Long Lake Road, Suite 114, Troy, MI 48098 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lpl Financial Llc Rochester MI 04/2011 Present
Previous Registrations
Other Businesses

1. 02/06/2018 - V & E Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 01/24/2018 - 160 Hours Per Month/8 During Securities Trading. 2. 10/29/2021 - Grand Slam Getaways, LLC - Investment Related - Davenport, FL 33837 - Real Estate Rental - Start Date: 10/19/2021 - 8 Hours Per Month/1 Hour During Securities Trading - Short term rental property.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2010-04-16
S63 Uniform Securities Agent State Law Examination 2001-07-06
  • S65 Uniform Investment Adviser Law Examination
    2010-04-16
  • S63 Uniform Securities Agent State Law Examination
    2001-07-06
Designations
  • Certified Financial Planner
  • Chartered Financial Consultant

View on SEC IAPD

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