Unclaimed
Justin Bacon is a financial advisor at Hightower Advisors, LLC. Justin has over 10 years of experience in the financial services industry. Justin is registered with the state of Virginia as an Investment Advisor Representative. He holds the Series 7, 63, and 65 securities licenses. Justin is a Chartered Financial Analyst. He is a member of the CFA Institute. Justin provides financial planning, portfolio management, and investment advisory services to individuals and businesses. He also specializes in retirement planning, college savings, and estate planning.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Treasury management for corporate clients
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Retainer or service fees or some combination of 1, 2, 4, 5 & 7
1
2
VA
04/04/2018 - Present
Hightower Advisors, LLC (Vienna VA)
VA
12/01/2006 - 01/23/2008
FIDELITY BROKERAGE SERVICES LLC (TYSONS CORNER VA)
IA
Issued 06/19/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/06/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/14/2006
Series 7 - General Securities Representative Examination
Active
Inactive
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