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Justin Michael Campagna

Emergent Financial Group, LLC

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About Justin Michael Campagna

Justin Campagna is an investment advisor representative with Emergent Financial Group, LLC in Atlanta, GA. Justin has been a registered investment advisor representative since 2023 and has a Series 65 license as well as a Series 63 license. Justin has been in the industry for a total of 12 years. Justin also provides insurance services through Emergent Financial Group in its separate capacity as a licensed insurance agency. Justin also provides pension and benefit consulting services by helping employers navigate employee health and welfare plans. Justin spends approximately half of his time on these activities through Emergent Financial Group.

Firm Information

Justin Campagna is currently registered with Emergent Financial Group, LLC. Emergent Financial Group, LLC is a financial advisor providing financial planning and portfolio management for individuals. They offer pension consulting services as well. They have 1 licensed agent and 1 investment adviser representative. The firm's website is http://www.efg-investing.com.

Not reported

Assets Under Management

Not reported

Total Clients

1

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Justin Campagna’s Registration & Firm History

GA

04/18/2023 - Present

Emergent Financial Group, LLC (ATLANTA GA)

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Licenses & Designations

IA

Issued 07/24/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/03/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/14/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Justin Michael Campagna.
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