Justin Vestri (CRD# 6663585) is an Investment Advisor Representative working at Wealthcare Advisory Partners LLC in West Chester, PA and has over 4 years of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 6180296
Oppenheimer & Company Inc.
CRD# 6436358
Planning Capital Management Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial, LLC | Webster, NY | Apr 2020 - Current | 4 |
| Wealthcare Advisory Partners, LLC | Webster, NY | Apr 2020 - Current | 4 |
| Citizens Securities, Inc. | Canton, MA | Jul 2019 - Apr 2020 | < 1 |
| Citizens Bank | Williamsville, NY | May 2019 - Apr 2020 | < 1 |
| Wegmans | Buffalo, NY | Feb 2019 - May 2019 | < 1 |
| Full-time Education At Canisius College | Buffalo, NY | Sep 2018 - Feb 2019 | < 1 |
| Courier Capital | Buffalo, NY | May 2018 - Sep 2018 | < 1 |
| Full-time Education At Canisius College | Buffalo, NY | Oct 2017 - May 2018 | < 1 |
| Buffalo Chophouse | Buffalo, NY | May 2017 - Oct 2017 | < 1 |
| Full-time Education At Canisius College | Buffalo, NY | Sep 2016 - May 2017 | < 1 |
| Unemployed | Webster, NY | May 2016 - Aug 2016 | < 1 |
| Full-time Education At Canisius College | Buffalo, NY | Sep 2015 - May 2016 | < 1 |
| Bill Grays | Rochester, NY | May 2015 - Aug 2015 | < 1 |
| Full-time Education At Webster Thomas Highschool | Webster, NY | Dec 2014 - May 2015 | < 1 |
| Hanks Ice Cream And Grill | Webster, NY | May 2014 - Dec 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2019 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2020 |
- FL
- NY
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Total Assets Under Management4,542MILLIONS
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Total Number of Accounts17,793ACCOUNTS
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Average Account Value$255,250
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI, WV, WY
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