Justin Gorney, financial advisor Durham NC

Justin Gorney

CRD Number: 7050716
Current Firm: Fidelity Personal And Workplace Advisors

Justin Gorney (CRD# 7050716) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Durham, NC and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Brokerage Services, LLC Durham, NC Dec 2018 - Current 3
Fidelity Investments/veritude Durham, NC Aug 2015 - Dec 2018 3
Regal Entertainment Group Raleigh, NC Jan 2015 - Jan 2016 1
City Of Raleigh Parks And Recreation Raleigh, NC Jan 2015 - Jul 2015 < 1
A&c Marketing Gainesville, FL Apr 2014 - Dec 2014 < 1
University Of Florida Gainesville, FL Aug 2010 - May 2014 3
Chipotle Mexican Grill Gainesville, FL Oct 2013 - Apr 2014 < 1
City Of Raleigh Parks And Recreation Raleigh, NC May 2013 - Aug 2013 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2019
Disclosure Information

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.

Get Details on the FINRA Advisor Check site
Contact Info for Justin A. Gorney
Phone Number: 617-563-7000
Registered State(s):
  • NC
  • TX
By the Numbers
  • Total Assets Under Management
    726,706
    MILLIONS
  • Total Number of Accounts
    1,509,611
    ACCOUNTS
  • Average Account Value
    $481,387
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)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

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, VT, WA, WI, WV, WY

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