Justin Waller, financial advisor Folsom CA
96 score

Justin Waller

CRD 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 16 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.

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Professional Designations
Company Name Location Dates Years
Waller Financial Coaching, Inc. Folsom, CA Oct 2014 - Current 2
The H Group, Inc. Portland, OR Aug 2009 - Current 7
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
Contact Info for Justin C. Waller
Phone Number: 9166011475
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    27
    MILLIONS
  • Total Number of Accounts
    212
    ACCOUNTS
  • Average Account Value
    $125,333
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

CA

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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