Justin Florence (CRD# 4370448) is an Investment Advisor Representative working at Capital And Planning, LLC in Jonesboro, GA and has over 22 years of experience in the finance industry.
CRD# 5338514
Rollins Financial Advisors, LLC
CRD# 5822473
Rockefeller Capital Management
CRD# 6506817
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Captial And Planning, LLC | Jonesboro, GA | Jul 2023 - Current | < 1 |
| Lpl Financial LLC | Jonesboro, GA | Jul 2004 - Current | 19 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2001 |
| S66 | NASAA Uniform Combined State Law Examination | Aug 2004 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- GA
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Total Assets Under Management135MILLIONS
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Total Number of Accounts676ACCOUNTS
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Average Account Value$200,030
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
AL, CA, FL, GA, LA, NC, NE, SC, TX
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