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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Justin? Claim Your ProfileJustin Peter Boren is a financial advisor with over 20 years of experience in the industry. Justin is currently registered with Lagos Wealth Advisors in California, Colorado, and Texas. Justin has a strong track record of providing financial planning and investment management services to individuals, families, and businesses. He is also a Retirement Plan Consultant and Chief Compliance Officer of the firm. Prior to joining Lagos Wealth Advisors, Justin worked at Triad Advisors, LLC in Georgia and J.W. COLE FINANCIAL, INC. in California. Justin has a deep understanding of the financial markets and is committed to helping clients achieve their financial goals. Justin is an Associate Professor at Santa Clara University and is an active researcher.
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.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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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CA
09/09/2019 - Present
Lagos Wealth Advisors (DIAMOND BAR CA)
GA
09/16/2013 - 04/18/2022
TRIAD ADVISORS LLC (ATLANTA GA)
CA
11/20/2012 - 10/07/2013
J.W. COLE FINANCIAL, INC. (DIAMOND BAR CA)
CA
05/04/2004 - 11/19/2012
CENTAURUS FINANCIAL, INC. (DIAMOND BAR CA)
AZ
05/22/2001 - 05/05/2004
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (SCOTTSDALE AZ)
IA
Issued 04/22/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/09/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/23/2003
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/09/2003
Series 7 - General Securities Representative Examination
BC
Issued 05/21/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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