Justin Rees (CRD# 5570895) is an Investment Advisor Representative working at Avantax Advisory Services in Dallas, TX and has over 15 years of experience in the finance industry. Justin Rees has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5009276
Hedgefield Wealth Management
CRD# 2234163
Cravens Brothers Private Wealth Management LLC
CRD# 2492919
Patton Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cambria Wealth Management | Sarasota, FL | Feb 2023 - Current | 1 |
| Avantax Investment Services Inc. | Sarasota, FL | Jun 2020 - Current | 3 |
| Avantax Advisory Services | Sarasota, FL | Jun 2020 - Current | 3 |
| Avantax Insurance Agency, LLC | Sarasota, FL | Jun 2020 - Current | 3 |
| Aksala Wealth Advisors LLC | Lakewood Ranch, FL | Jun 2020 - Feb 2023 | 2 |
| Robert W. Baird & Company Incorporated | Sarasota, FL | Jun 2012 - Jun 2020 | 8 |
| Rees Enterprises, LLC | Sarasota, FL | Aug 2014 - Sep 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2008 |
| S66 | NASAA Uniform Combined State Law Examination | Dec 2010 |
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- FL
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Total Assets Under Management41,696MILLIONS
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Total Number of Accounts131,534ACCOUNTS
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Average Account Value$316,996
- A percentage of assets under your management
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