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Justin Waller, financial advisor Chico CA

Justin Waller

CRD Number: 3098675
Current Firm: Waller Financial Coaching
Compensation Model: Fee Only
Justin Waller (CRD# 3098675) is an Investment Advisor Representative working at Waller Financial Coaching in Folsom, CA and has over 18 years of experience in the finance industry. Justin Waller 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 putclients' interests first and comply with the Financial Planning Practice Standards.
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Professional Designations
Company Name Location Dates Years
Waller Financial Coaching, Inc. Folsom, CA Oct 2014 - Current 9
The H Group, Inc. Portland, OR Aug 2009 - Mar 2015 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2000
Contact Info for Justin C. Waller
10 Declaration Drive, Suite D, Chico, CA 95973
Phone Number: 5302067994
Firm Website: http://www.wallerfinancialcoaching.com
Registered State(s):
  • CA
Current Firm Details
Waller Financial Coaching
Firm's CRD Number: 172701
10 Declaration Drive, Suite D, Chico, CA 95973
By the Numbers
  • Total Assets Under Management
    56
    MILLIONS
  • Total Number of Accounts
    369
    ACCOUNTS
  • Average Account Value
    $152,906
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

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