Justin Falzone, financial advisor Rock Springs WY
90 score

Justin Falzone

CRD Number: 5960715
Current Firm: Park Avenue Securities LLC

Justin Falzone (CRD# 5960715) is an Investment Advisor Representative working at Park Avenue Securities LLC in Rock Springs, WY and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Park Avenue Securities Rock Springs, WY Dec 2017 - Current < 1
Guardian Life Insurance Rock Springs, WY Dec 2017 - Current < 1
Guardian Life Insurance Co Of America Murray, UT Mar 2017 - Dec 2017 < 1
Park Avenue Securities, LLC New York, NY Mar 2017 - Dec 2017 < 1
Axa Advisors, LLC New York, NY Mar 2014 - Mar 2017 3
Davis Financial, LLC Salt Lake City, UT Mar 2013 - Aug 2015 2
Legal Seafoods Boston, MA Oct 2012 - Feb 2013 < 1
Suffolk University Boston, MA Sep 2007 - Dec 2012 5
Morgan Stanley Boston, MA Jul 2011 - Sep 2011 < 1
Cadence Capital Mgmnt Boston, MA Jun 2011 - Jul 2011 < 1
Cantor Fitzgerald Boston, MA Jun 2010 - Sep 2010 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2014
Contact Info for Justin A. Falzone
Phone Number: 1-888-600-4667
Registered State(s):
  • MA
  • UT
  • WY
By the Numbers
  • Total Assets Under Management
    2,821
    MILLIONS
  • Total Number of Accounts
    15,391
    ACCOUNTS
  • Average Account Value
    $183,263
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • 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, VT, WA, WI, WV, WY

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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