Justin Elliott, financial advisor Bangor ME

Justin Elliott

CRD Number: 5908126
Current Firm: Alterity Financial Group, LLC

Justin Elliott (CRD# 5908126) is an Investment Advisor Representative working at Alterity Financial Group, LLC in Bangor, ME and has over 11 years of experience in the finance industry.

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Company Name Location Dates Years
Alterity Financial Group, LLC Tampa, FL Oct 2017 - Current 6
Beacon Asset Management Tampa, FL Jan 2014 - Oct 2017 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jan 2013
Disclosure Information

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
Contact Info for Justin P. Elliott
Phone Number: 800-966-7730
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    121
    MILLIONS
  • Total Number of Accounts
    462
    ACCOUNTS
  • Average Account Value
    $261,631
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

CA, FL, MA, ME, NH, PA, TX

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