Justin WallerCRD Number: 3098675
Current Firm: Waller Financial Coaching
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 put clients' interests first and comply with the Financial Planning Practice Standards.
Clarion Advisors Inc.
Adams Ashby Financial Advisors
Three Oaks Capital Management
|Waller Financial Coaching, Inc.||Folsom, CA||Oct 2014 - Current||3|
|The H Group, Inc.||Portland, OR||Aug 2009 - Current||8|
|Financial Network||El Segundo, CA||Aug 2009 - Dec 2011||2|
|American Express Financial Advisors Inc.||Sacramento, CA||Mar 2000 - Aug 2009||9|
|Ids Life Insurance Company||Sacramento, CA||Mar 2000 - Aug 2009||9|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jun 2000|
Total Assets Under Management32MILLIONS
Total Number of Accounts236ACCOUNTS
Average Account Value$133,569
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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