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Andrew Charles Justice

Trajan Wealth, LLC

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About Andrew Charles Justice

Andrew Charles Justice is a financial advisor in Scottsdale, Arizona. Andrew has been in the industry for over 15 years. Andrew is registered with the state of Colorado and is an investment advisor representative with Trajan Wealth, LLC. Andrew's firm has 34 investment advisor representatives. Andrew specializes in providing financial planning, educational seminars, and selection of other advisors.

Firm Information

Andrew Justice is currently registered with Trajan Wealth, LLC. Trajan Wealth, LLC is a Scottsdale, Arizona-based investment advisor with 32 licensed agents and 34 investment advisor representatives. The firm manages approximately $1.37 billion in assets for 13,372 clients, including high-net-worth individuals, individuals other than high-net-worth, and investment companies. Trajan Wealth offers financial planning, educational seminars, selection of other advisers, and portfolio management for individuals, investment companies, and pooled investment vehicles.
Trajan Wealth, LLC

18700 NORTH HAYDEN ROAD

SCOTTSDALE, AZ 85255

$1.37B

Assets Under Management

Not reported

Total Clients

32

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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other

1031 advisory fees

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Andrew Justice’s Registration & Firm History

CO

10/05/2022 - Present

Trajan Wealth, LLC (LOVELAND CO)

IL

01/11/2007 - 01/29/2008

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (VERNON HILLS IL)

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Licenses & Designations

BOTH

Issued 08/24/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/25/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/10/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Andrew Charles Justice.
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