Justin David Meservier

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

• 12/2021 → 06/2024
  Fidelity Investments
  Durham, NC
• 08/2020 → 12/2021
  Door Dash
  Raleigh, NC
• 06/2021 → 08/2021
  New Western Acquisitions
  Raleigh, NC
• 08/2020 → 05/2021
  General Services Corporation
  Carrboro, NC
• 07/2020 → 08/2020
  Raleigh Marketing Consultants
  Raleigh, NC
• 08/2016 → 05/2020
  University Of Maine
  Orono, ME
• 12/2019 → 05/2020
  Undiscovered Maine
  Orono, ME
• 06/2018 → 08/2018
  Dominos
  Orono, ME
• 08/2017 → 03/2020
  Orchard Trails
  Orono, ME
• 10/2016 → 12/2016
  University Of Maine Dining
  Orono, ME
• 07/2024 → 09/2024
  Door Dash
  Raleigh, NC
• 09/2024 → 05/2025
  Cuso Financial Services, Lp
  San Diego, CA
• 09/2024 → Present
  Coastal Federal Credit Union
  Raleigh, NC
• 05/2025 → Present
  Lpl Financial Llc
  Raleigh, NC

Previous Registrations

• 2024-09-30 → 2025-05-15
  Cuso Financial Services, L.P.
  Raleigh, NC
• 2022-04-25 → 2024-06-24
  Fidelity Personal And Workplace Advisors
  Durham, NC

Other Businesses

1) 04/2025 - Door Dash / Rideshare / Non Inv Related / Start date 07/20/2020 - 10 hrs per month 2) 06/2025 - Coastal Wealth Management / DBA for LPL Business (entity for LPL business) Inv Related / At reported business location (s) 160 hrs per month

Exams

• S66 Uniform Combined State Law Examination
  2022-04-21

Other Names

• Justin David Meservier
• Justin Meservier