Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Justin? Claim Your ProfileJustin Caldwell Boller is a Registered Investment Advisor and has been in the industry since 2004. Justin is currently registered with Liquid Strategies, LLC and is also affiliated with Bison Holdings, LLC. Justin holds Series 7 and Series 63 licenses. Justin has worked for several firms throughout his career, including Invesco Distributors, Inc., AT Investor Services, Inc. and AMVESCAP Services, Inc. Justin’s experience includes working with a variety of clients, including investment companies, family offices, and pooled investment vehicles. Justin is also a Chartered Financial Analyst.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Sub advisor for other investment advisora
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.
A percentage of the total value of assets under management is charged.
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2
GA
10/02/2019 - Present
Liquid Strategies, LLC (ATLANTA GA)
GA
12/07/2007 - 03/04/2014
INVESCO DISTRIBUTORS, INC. (ATLANTA GA)
GA
07/15/2005 - 12/07/2007
AT INVESTOR SERVICES, INC. (ATLANTA GA)
GA
10/12/2004 - 07/15/2005
AMVESCAP SERVICES, INC. (ATLANTA GA)
BC
Issued 06/06/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/11/2004
Series 7 - General Securities Representative Examination
Active
Inactive
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