Justin BurtCRD Number: 2989359
Current Firm: Relevant Wealth Advisors, LLC
Justin Burt (CRD# 2989359) is an Investment Advisor Representative working at Relevant Wealth Advisors, LLC in Mill Valley, CA and has over 18 years of experience in the finance industry.
Jurika, Mills & Keifer, LLC
Lowery Thomas, LLC
Polaris Greystone Financial Group, LLC
|Collins & Company||Larkspur, CA||Mar 1999 - Current||17|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 1998|
|S65||NASAA Investment Advisors Law Examination||Nov 2000|
Total Assets Under Management580MILLIONS
Total Number of Accounts75ACCOUNTS
Average Account Value$7,733,333
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
CA, IL, MI, NJ, WA
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