Justin Wilcox (CRD# 6427017) is an Investment Advisor Representative working at Mdc Financial Research, LLC in El Dorado Hills, CA and has over 9 years of experience in the finance industry.
CRD# 2464546
Capital Planning Advisors LLC
CRD# 5156625
Dynamic Wealth Strategies, LLC
CRD# 2923073
Captrust
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mdc Financial Research, LLC | El Dorado Hills, CA | Jan 2021 - Current | 3 |
| Mdc Financial Research, LLC | El Dorado Hills, CA | Sep 2015 - Jan 2021 | 5 |
| Mdc Financial Research, LLC | El Dorado Hills, CA | Mar 2015 - Sep 2015 | < 1 |
| Mdc Financial Research, LLC | El Dorado Hills, CA | Aug 2014 - Feb 2015 | < 1 |
| California State Teachers Retirement System | Sacramento, CA | Jan 2013 - Jul 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Dec 2014 |
- CA
- IL
- NY
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Publication of periodicals or newsletters
- Security ratings or pricing services
- Market timing services
- Other
CA, IL, NY
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