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Justin May

Advisor at LPL Financial

Updated today

Location

Sandersville, GA 31082

Credentials

Series 66

Industry experience

18 years

About

Justin May is a financial advisor with LPL Financial and holds a Series 66 designation. He has 18 years of industry experience, including prior roles at Edward Jones and Commonwealth Financial Network. He also operates Southern Ethos Wealth Management, a business entity for tax and investment purposes. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a wide range of investment solutions supported by an in-house research team and combines large-scale advisory operations with various non-advisory product offerings.

Client services

Based on LPL Financial

Financial planning Portfolio management Educational seminars or workshops
Consulting and other non-discretionary advisory services

Expertise

Based on LPL Financial

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting

Occupation focus

Based on LPL Financial

Founder/Business Owner Retired

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Fee options

Fixed

Financial planning and consulting services may be charged a flat fee as negotiated.

Commissions

Brokerage services include commissions, markups, markdowns, and transaction charges; commissions may apply to mutual funds, variable annuities, and other products.

Project-based

Financial planning hourly fees up to $500 per hour.

Other

Fee-only: Financial planning fees typically range up to $15,000, or up to $500 per hour; fees are negotiated and may be flat or hourly.

Location

129 W Haynes St

Sandersville, GA 31082

Most active in

Georgia · Texas

Work history

LPL Financial

2023 - Present (3 years)

Southern Ethos Wealth Management

2019 - Present (7 years)

Commonwealth Financial Network

2019 - 2023 (4 years)

Edward Jones

2007 - 2019 (12 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Matthew C

Series 66

Sandersville, GA

Edward Jones

Matthew Casto is a financial advisor at Edward Jones in Sandersville, GA, holding a Series 66 designation with six years of industry experience. He worked at Zaxby's Franchising LLC. for five years prior to joining Edward Jones in 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar

David T

Series 66

Sandersville, GA

LPL Financial

David Tapley Jr. is a financial advisor with LPL Financial, holding a Series 66 designation and 11 years of industry experience. He previously worked at Edward Jones before joining LPL Financial in 2017. Outside of his advisory role, he is involved in managing two non-emergency transportation businesses in Sandersville, Georgia, including one that provides dialysis transportation services. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plan participants, institutions, and high-net-worth households. The firm supports its advisors with in-house research and a range of investment programs and delivery options tailored to client needs.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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Susan L

Series 63, Series 65

Sandersville, GA

Cetera

Susan Lewis is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. Her career includes roles at Avantax Insurance Agency and First Income Advisors, among others. Outside of advising, she serves on several nonprofit boards focused on historic preservation and community arts, and she is involved in local theater as a director. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services, combining advisor-managed accounts with model portfolios and third-party solutions, alongside fiduciary and retirement plan capabilities.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement
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