Justin BaasCRD Number: 6026266
Current Firm: Dixon Hughes Goodman Wealth Advisors LLC
Justin Baas (CRD# 6026266) is an Investment Advisor Representative working at Dixon Hughes Goodman Wealth Advisors LLC in Raleigh, NC and has over 5 years of experience in the finance industry.
Sycamore Financial Planning, LLC
Portfolio Medics, LLC
Mml Investors Services, LLC
|Dixon Hughes Goodman Wealth Advisors||Raleigh, NC||Sep 2013 - Current||4|
|Credit Union Investment Services||Raleigh, NC||Jun 2012 - Aug 2013||1|
|Secu Brokerage Services||Raleigh, NC||Apr 2012 - Aug 2013||1|
|State Employees' Credit Union||Raleigh, NC||May 2010 - Aug 2013||3|
|Aci Support Specialists, Inc.||Raleigh, NC||May 2009 - May 2010||1|
|Disability Determination Services||Raleigh, NC||Mar 2010 - Mar 2010||< 1|
|Preserve At Jordan Lake Golf Club||Chapel Hill, NC||May 2006 - Jul 2009||3|
|Unc Chapel Hill||Chapel Hill, NC||Aug 2006 - May 2009||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jun 2012|
Total Assets Under Management1,497MILLIONS
Total Number of Accounts4,408ACCOUNTS
Average Account Value$339,674
- 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
CA, FL, GA, IL, IN, LA, MD, MS, NC, PA, SC, TN, TX, VA, VT, WV
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