Justin Spike, financial advisor Wayne PA

Justin Spike

CRD Number: 6330968
Current Firm: Corient

Justin Spike (CRD# 6330968) is an Investment Advisor Representative working at Corient in Wayne, PA and has 1 year of experience in the finance industry. Justin Spike 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.

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Professional Designations
Company Name Location Dates Years
Corient Services LLC Miami, FL Jul 2023 - Current < 1
Corient Wayne, PA Nov 2022 - Current 1
Cipw Service Company, LLC Toronto, Jan 2022 - Jul 2023 1
Radnor Financial Advisors, LLC Wayne, PA Feb 2016 - Mar 2023 7
Radnor Financial Advisors, Inc. Wayne, PA Feb 2012 - Mar 2016 4

Justin Spike has no recent exams reported.
Contact Info for Justin M. Spike
Phone Number: (305) 735-2020
Firm Website: https://www.corient.com
Registered State(s):
  • PA
  • TX
By the Numbers
  • Total Assets Under Management
    94,617
    MILLIONS
  • Total Number of Accounts
    79,738
    ACCOUNTS
  • Average Account Value
    $1,186,599
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

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, VI, VT, WA, WI, WV, WY

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