Callie Just is a registered investment advisor at LPL Financial LLC, based in Naperville, IL, with 8 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
1807 W Diehl Rd #105M, Naperville, IL, 60563-1890
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Callie is a business owner of Just Chic LLC, an event design and planning company, dedicating a few hours per week. She also spends full-time working for HighPoint Planning Partners, LLC and HighPoint Advisor Group, providing administrative support to the latter, an independent investment advisor firm.
Employment History
Current Registrations
LPL Financial LLC
Highpoint Planning Partners
LPL Financial LLCBroker
Previous Registrations
Foreside Financial Services, LLCBroker
Jackson National Life Distributors LLCBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations1 state
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