Justin M Mulholland

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

• 01/2013 → 06/2024
  Cambridge Investment Research Advisors, Inc
  Fairfield, IA
• 06/2024 → Present
  Lpl Financial Llc
  Whitmore Lake, MI

Previous Registrations

• 2013-02-15 → 2024-07-26
  Cambridge Investment Research Advisors, Inc.
  Howell, MI
  Whitmore Lake, MI
  Ann Arbor, MI
• 2011-02-11 → 2012-11-05
  Edward Jones
  Howell, MI
  St Louis, MO
• 2005-10-28 → 2007-12-07
  Osaic Fa, Inc.
  Columbus, OH
  Columbus, OH
• 2005-06-10 → 2006-02-06
  Everhart Advisors
  Sanville, OH

Other Businesses

1) 06/10/2024 - JUSTIN MULHOLLAND FINANCIAL SERVICES - Business Entity For Tax/Investment Purposes Only - Owner - MI 48116 - Non investment related - Start date: 12/03/2021. 2) 06/10/2024 - 52 Blue wealth Management LLC - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - 160 Hours per month. 3) 06/10/2024 - 52 Blue wealth Management LLC - Business Entity For Tax/Investment Purposes Only - Owner - MI 48116 - Non investment related - 40 Hours per month - Start date: 04/16/2024. 4) 02/23/2026 - 52 Blue Tax Management, LLC. - Tax Prep/Accounting/CPA - Investment Related - At Reported Business Location(s) - Start Date 02/17/2026 - 5 hours per month/ during trading

Exams

• S66 Uniform Combined State Law Examination
  2010-12-29
• S63 Uniform Securities Agent State Law Examination
  2006-01-04