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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 Nelson is a financial advisor who has been working in the industry since 2013. He is a Certified Financial Planner and holds the Series 7 and Series 66 securities licenses. Justin has a long history of experience with different financial firms, including Waddell & Reed, LPL Financial, and Principal Securities. Justin is currently a financial advisor with Beacon Pointe Advisors, LLC, a firm based in Newport Beach, California. Beacon Pointe Advisors, LLC is a firm that provides a variety of financial services, including investment management, financial planning, and retirement planning. Justin is committed to providing personalized financial advice to his clients, helping them achieve their financial goals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Strategic management for diversified investment portfolios.
Consulting services
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.
A percentage of the total value of assets under management is charged.
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2
CA
10/09/2023 - Present
Beacon Pointe Advisors, LLC (NEWPORT BEACH CA)
UT
02/03/2020 - 10/10/2023
PRINCIPAL SECURITIES, INC. (SALT LAKE CITY UT)
UT
06/23/2016 - 02/16/2018
LPL FINANCIAL LLC (LEHI UT)
UT
01/09/2013 - 06/03/2016
WADDELL & REED (COTTONWOOD HEIGHTS UT)
BOTH
Issued 01/17/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/16/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/08/2013
Series 7 - General Securities Representative Examination
Active
Inactive
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