Justin Spitler (CRD# 5258643) is an Investment Advisor Representative working at Certified Advisory Corp in Altamonte Springs, FL and has over 16 years of experience in the finance industry. Justin Spitler has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 6160017
Cetera Investment Advisers LLC
CRD# 2811837
Certified Advisory Corp
CRD# 5855622
Financial Harvest Wealth Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
Fortune Financial Services | Monaca, PA | Mar 2021 - Current | 3 |
Certified Insurance Corp | Altamonte Springs, FL | Sep 2018 - Current | 5 |
Certified Advisory Corp | Altamonte Springs, FL | Jan 2018 - Current | 6 |
Transam Securities, Inc. | Altamonte Springs, FL | Jan 2018 - Jul 2021 | 3 |
Scps | Lake Mary, FL | Sep 2017 - Jan 2018 | < 1 |
Usps | Leesburg, FL | Aug 2016 - Sep 2017 | 1 |
E*trade Securities LLC | Orlando, FL | Mar 2016 - Aug 2016 | < 1 |
E*trade Capital Management LLC | Orlando, FL | Mar 2016 - Aug 2016 | < 1 |
Na | Orlando, FL | Jan 2016 - Mar 2016 | < 1 |
Jackson Wealth Management, LLC | Lake Mary, FL | Feb 2015 - Jan 2016 | < 1 |
Td Ameritrade | Roseville, CA | Aug 2013 - Feb 2015 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jun 2007 |
S66 | NASAA Uniform Combined State Law Examination | Sep 2008 |
- FL
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Total Assets Under Management2,273MILLIONS
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Total Number of Accounts5,840ACCOUNTS
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Average Account Value$389,170
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AL, AZ, CA, CO, CT, DE, FL, GA, IL, LA, MD, MI, NC, NH, NJ, NV, NY, OH, PA, SC, TN, TX, VA, WA
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