Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Justin? Claim Your ProfileJustin Robert Smith is a financial advisor with Plan B Investments, Inc. Justin has been in the industry since 2011. Justin is registered in California and holds the Series 65 license. Plan B Investments, Inc. is a Registered Investment Advisor with headquarters in Carmel Valley, CA. Plan B Investments, Inc. offers financial planning and selection of other advisors. Justin is a financial advisor working with individuals, high-net-worth individuals, and retirement plans.
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.
Helps you choose top advisors aligned with your financial goals.
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
01/01/2025 - Present
Plan B Investments, Inc. (CARMEL VALLEY CA)
IA
Issued 11/27/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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