Justin Michael Friedman

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:

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

Current Employers

Employment History

• 02/2013 → 07/2021
  Waddell & Reed Inc
  Norwalk, CT
• 11/2013 → 07/2021
  Various Insurance Carriers For W&R Insurance Agencies
  Stamford, CT
• 07/2016 → 06/2022
  Stamford Chamber Of Commerce
  Stamford, CT
• 06/2019 → Present
  Justin Friedman Llc
  Stamford, CT
• 09/2020 → 06/2022
  Stamford Chamber Of Commerce
  Stamford, CT
• 07/2021 → Present
  Lpl Financial Llc
  Norwalk, CT

Previous Registrations

• 2013-11-01 → 2021-07-21
  Waddell & Reed
  Hamden, CT
  Stamford, CT
  Stamford, CT
  Hamden, CT
  Waltham, MA
  Norwalk, CT

Other Businesses

1) 11/2013 - Non-Variable Insurance / Justin Friedman / Investment Related / 0HR/MO / 747 Pierce Rd, Clifton Park, NY 12065 2) 05/30/2019 - Justin Friedman LLC / Business Entity For Tax/Investment Purposes Only / Investment Related / 1HR/MO / 1450 Washington Boulevard, Apt. 712S, Stamford, CT 06902 3) 10/24/2022 - Friedman Financial - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 10/17/2022 - 8 Hours Per Month/4 Hours During Securities Trading.

Exams

• S66 Uniform Combined State Law Examination
  2013-10-31

Designations

• Certified Financial Planner