Justin SissonCRD Number: 6359089
Current Firm: Warren Financial Service
Justin Sisson (CRD# 6359089) is an Investment Advisor Representative working at Warren Financial Service in Exton, PA and has over 2 years of experience in the finance industry.
Affinity Wealth Management LLC
Hamilton-bates Investment Research, Inc.
Oppenheimer & Company Inc.
|Warren Financial Service & Assoc Inc.||Exton, PA||Jul 2015 - Current||6|
|Student||Skaneateles, NY||Aug 2014 - Jul 2015||< 1|
|Merrill Lynch||Mount Laurel, NJ||Jun 2014 - Aug 2014||< 1|
|Student||Skaneateles, NY||Aug 2013 - Jun 2014||< 1|
|Skaneateles Country Club||Skaneateles, NY||Oct 2010 - Aug 2013||2|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Nov 2019|
Total Assets Under Management288MILLIONS
Total Number of Accounts316ACCOUNTS
Average Account Value$910,271
- A percentage of assets under your management
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
CA, DE, FL, GA, NJ, NY, PA, SC
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