Justin Findley (CRD# 7364100) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Scottsdale, AZ and has 1 year of experience in the finance industry.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4607086
Origin Financial
CRD# 4091287
Dynamic Wealth Partners, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lincoln Financial Advisors | Scottsdale, AZ | Dec 2021 - Current | 1 |
| Lincoln Financial Advisors | Scottsdale, AZ | May 2021 - Nov 2021 | < 1 |
| Northern Arizona University | Flagstaff, AZ | Aug 2017 - Apr 2021 | 3 |
| Assetmark Financial Holdings, Inc. | Concord, CA | Jun 2020 - Aug 2020 | < 1 |
| Umigo Racing, Inc. | Livermore, CA | Nov 2015 - Aug 2019 | 3 |
| California High School/iron Horse Middle School | San Ramon, CA | Nov 2011 - Jul 2017 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2022 |
- AZ
- CA
-
Total Assets Under Management32,603MILLIONS
-
Total Number of Accounts98,199ACCOUNTS
-
Average Account Value$332,005
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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