Justin Dagostino (CRD# 6507882) is an Investment Advisor Representative working at Vertex Partners in Downers Grove, IL and has over 7 years of experience in the finance industry. Justin Dagostino 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# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 4846117
Hightower Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Vertex Planning Partners, LLC | Downers Grove, IL | Mar 2021 - Current | 3 |
| Lpl Financial LLC | Downers Grove, IL | Jul 2019 - Current | 4 |
| Highpoint Advisor Group, Llc (dba:vertex Planning Partners, Llc) | Downers Grove, IL | Jul 2019 - Current | 4 |
| Td Ameritrade | Chicago, IL | Feb 2018 - Jun 2019 | 1 |
| Scottrade, Inc. | San Francisco, CA | Mar 2017 - Feb 2018 | < 1 |
| Invest Financial Corp. | Tampa, FL | Jun 2016 - Jan 2017 | < 1 |
| Executive Wealth Management | Brighton, MI | Jun 2016 - Jan 2017 | < 1 |
| Hillsdale College | Hillsdale, MI | Aug 2011 - May 2016 | 4 |
| Donna Baker Cpa And Associates | Hillsdale, MI | Jan 2016 - Apr 2016 | < 1 |
| Executive Wealth Management | Brighton, MI | May 2015 - Aug 2015 | < 1 |
| Tohme Bros LLC | Southfield, MI | May 2014 - Aug 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2016 |
- IL
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Total Assets Under Management671MILLIONS
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Total Number of Accounts2,169ACCOUNTS
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Average Account Value$309,448
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, FL, IL, IN, LA, MI, MN, MO, NC, NE, NH, OH, SC, TN, TX, WA, WI
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