Justin CarrasCRD Number: 5768886
Current Firm: Aon Hewitt Financial Advisors, LLC
Justin Carras (CRD# 5768886) is an Investment Advisor Representative working at Aon Hewitt Financial Advisors, LLC in Charlotte, NC and has over 9 years of experience in the finance industry.
Prospera Financial Services, Inc.
Dalton Financial LLC
M Holdings Securities, Inc.
|Alight Financial Solutions, LLC||Charlotte, NC||Aug 2017 - Current||2|
|Alight Financial Advisors, LLC||Charlotte, NC||Aug 2017 - Current||2|
|Matthew B. Lytell||Tampa, FL||Jul 2017 - Aug 2017||< 1|
|Northwestern Mutual Investment Services, LLC||Tampa, FL||Jul 2017 - Aug 2017||< 1|
|Northwestern Mutual Wealth Management Company||Milwaukee, WI||Jun 2017 - Aug 2017||< 1|
|Walter Putnam||Charlotte, NC||Feb 2017 - Jun 2017||< 1|
|Northwestern Mutual Investment Services, LLC||Charlotte, NC||Feb 2017 - Jun 2017||< 1|
|Unemployed||Charlotte, NC||Oct 2016 - Feb 2017||< 1|
|Raymond James||Melbourne, FL||Jan 2016 - Oct 2016||< 1|
|Merrill Lynch||Merritt Island, FL||Jun 2013 - Dec 2015||2|
|Bank Of America N.a.||Merritt Island, FL||Jun 2014 - Nov 2015||1|
|Tiaa-cref||Charlotte, NC||Sep 2012 - Jun 2013||< 1|
|Vanguard||Charlotte, NC||Apr 2010 - Sep 2012||2|
|Trader Joes||Charlotte, NC||Jun 2008 - Apr 2010||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 2010|
|S66||NASAA Uniform Combined State Law Examination||Nov 2013|
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, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Employer Dispute
Total Assets Under Management26,995MILLIONS
Total Number of Accounts219,624ACCOUNTS
Average Account Value$122,916
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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