Aaron Justice, financial advisor Columbia SC
96 score

Aaron Justice

CRD Number: 5494323
Current Firm: First Citizens Investor Services, Inc.

Aaron Justice (CRD# 5494323) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Columbia, SC and has over 8 years of experience in the finance industry. Aaron Justice 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.

Professional Designations
Company Name Location Dates Years
First Citizens Investor Services, Inc. Columbia, SC Jan 2016 - Current 1
First Citizens Securities Corp Columbia, SC Aug 2013 - Current 3
Wells Fargo Advisors LLC Mount Pleasant, SC May 2009 - Jul 2013 4
Wachovia Bank, N.a. Columbia, SC May 2006 - Jul 2013 7
Wachovia Securities, LLC Columbia, SC Feb 2008 - May 2009 1
Cru Catering Charleston, SC Apr 2007 - Feb 2008 < 1
Wild Wing Cafe Mount Pleasant, SC Sep 2003 - Feb 2007 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2008
S65 NASAA Investment Advisors Law Examination Apr 2008
Contact Info for Aaron B. Justice
Phone Number: 919-716-7492
Registered State(s):
  • SC
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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