Justin Rae (CRD# 4988051) is an Investment Advisor Representative working at Bruno Mountain Advisory, LLC in Bend, OR and has over 18 years of experience in the finance industry. Justin Rae 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# 2405340
Ascent Capital
CRD# 6255154
Axia Wealth Management Inc.
CRD# 4771734
Raymond James & Associates, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Northline Wealth Management, LLC | Bend, OR | Oct 2015 - Current | 8 |
| Mutual Securities, Inc. | Camarillo, CA | Oct 2015 - Nov 2019 | 4 |
| Morgan Stanley Private Bank, National Association | New York, NY | Jan 2015 - Oct 2015 | < 1 |
| Morgan Stanley Smith Barney | Bend, OR | Jun 2009 - Oct 2015 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2005 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
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Total Assets Under Management40MILLIONS
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Total Number of Accounts88ACCOUNTS
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Average Account Value$454,545
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
OR
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