Justin May (CRD# 6675368) is an Investment Advisor Representative working at Old Peak Finance in Chapel Hill, NC and has 1 year of experience in the finance industry. Justin May 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# 2651246
Ae Wealth Management, LLC
CRD# 1158688
Townsend Asset Management Corp.
CRD# 1587979
Raymond James & Associates, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Old Peak Finance, LLC | Chapel Hill, NC | Aug 2023 - Current | < 1 |
| Triad Financial Advisors | Greensboro, NC | Jan 2020 - Aug 2023 | 3 |
| Triad Financial Advisors | Greensboro, NC | May 2018 - Jan 2020 | 1 |
| Zeutenhorst Financial | Greensboro, NC | Jan 2018 - May 2018 | < 1 |
| University Of California, Santa Barbara | Santa Barbara, CA | Oct 2014 - Dec 2017 | 3 |
| Martin Wardin And Eissner Financial Group | Pleasanton, CA | Jun 2017 - Sep 2017 | < 1 |
| Mission Wealth Management | Santa Barbara, CA | Nov 2016 - Mar 2017 | < 1 |
| Martin Wardin And Eissner Financial Group | Pleasanton, CA | Jun 2016 - Sep 2016 | < 1 |
| Cencal Health | Santa Barbara, CA | Nov 2015 - Jun 2016 | < 1 |
| Jersey Mike's Subs | Dublin, CA | Jun 2015 - Sep 2015 | < 1 |
| Jersey Mike's Subs | Dublin, CA | Jul 2014 - Sep 2014 | < 1 |
| Foothill High School | Pleasanton, CA | Mar 2012 - Jun 2014 | 2 |
- NC
-
Total Assets Under Management405MILLIONS
-
Total Number of Accounts527ACCOUNTS
-
Average Account Value$769,130
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, MI, NC, TX
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