Unclaimed
Justin Ryan Dollins is a financial advisor registered with Raymond James Financial Services Advisors, Inc. in Rockwall, TX. Justin has been in the industry since 2015 and has experience with Edward Jones and Southwest Securities, Inc.. Justin holds Series 7 and Series 66 licenses and is registered to provide investment advice in 11 states. Justin is currently the CEO of 3:23 Advisors and JD Wealth Management.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
TX
09/02/2021 - Present
Raymond James Financial Services Advisors, Inc. (Rockwall TX)
TX
03/30/2016 - 09/03/2021
EDWARD JONES (RICHARDSON TX)
TX
03/15/2011 - 07/20/2011
SOUTHWEST SECURITIES, INC. (DALLAS TX)
BOTH
Issued 04/19/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/30/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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