Justin Baas, financial advisor Raleigh NC
90 score

Justin Baas

CRD 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 4 years of experience in the finance industry.

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Company Name Location Dates Years
Dixon Hughes Goodman Wealth Advisors Raleigh, NC Sep 2013 - Current 3
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
Contact Info for Justin R. Baas
Phone Number: 888-840-4715
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    1,678
    MILLIONS
  • Total Number of Accounts
    4,269
    ACCOUNTS
  • Average Account Value
    $393,120
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
Types of Clients
Registered States

AZ, CA, FL, GA, IL, IN, LA, MD, MS, NC, NJ, PA, SC, TN, TX, VA, VT, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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