Justin Roth (CRD# 7716952) is an Investment Advisor Representative working at Moran Wealth Management, LLC in Naples, FL and has 1 year of experience in the finance industry.
CRD# 1002352
Hightower Advisors, LLC
CRD# 1433847
Ace Wealth Management LLC
CRD# 2223418
Stifel, Nicolaus & Company, Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Moran Wealth Management, LLC | Naples, FL | Jan 2023 - Current | 1 |
| Florida Golf Coast University | Fort Myers, FL | Jun 2018 - Dec 2022 | 4 |
| Zf | Farmington Hills, MI | May 2022 - Jul 2022 | < 1 |
| Florida Gulf Coast University | Fort Myers, FL | Sep 2021 - Mar 2022 | < 1 |
| Florida Gulf Coast University | Fort Myers, FL | Aug 2019 - Dec 2020 | 1 |
| Brookstone | Estero, FL | Jan 2018 - Jul 2018 | < 1 |
| Estero High School And St. Michael's Middle School | Estero, FL | Mar 2013 - Jun 2018 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Mar 2023 |
- FL
- TX
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Total Assets Under Management4,267MILLIONS
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Total Number of Accounts10,644ACCOUNTS
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Average Account Value$400,872
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
AZ, CA, CT, FL, GA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, NH, NJ, NY, OH, OR, PA, RI, SC, TN, TX, VA, WA, WI
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