Justin J. Barham

OG ADVISORY GROUP

Roanoke, VA 24011

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CRD#: 2854648

Professional summary

Justin Jon Barham is a registered financial advisor currently at OG ADVISORY GROUP, LLC located in Roanoke, Virginia.

Justin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Justin has worked at 9 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

INDEPENDENT INSURANCE AGENT offering Life, and Annuities. Approx 30 hrs per week during trading hours. The OGA Group is DBA for insurance and personal branding, started 05/2023. Approx 40hrs per week during trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

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Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

November 9, 2023 - Present

OG ADVISORY GROUP, LLC

Office #1: 103 Kirk Avenue Se, Roanoke, VA 24011

RIA

CRD#: 326855

Roanoke, VA

Past

June 15, 2020 - November 3, 2023

COASTAL WEALTH ADVISORY SERVICES, LLC

RIA

CRD#: 306986

Roanoke, VA

Past

January 28, 2020 - July 13, 2020

TRIUMPH WEALTH ADVISORS, INC.

RIA

CRD#: 153175

Roanoke, VA

Past

June 20, 2019 - March 16, 2020

WORLD EQUITY GROUP, INC.

CRD#: 29087

Roanoke, VA

Past

January 3, 2018 - June 20, 2019

TRIUMPH WEALTH ADVISORS, INC.

RIA

CRD#: 153175

Salem, VA

Past

January 3, 2018 - June 20, 2019

TAYLOR CAPITAL MANAGEMENT INC.

CRD#: 43559

Salem, VA

Past

January 8, 2013 - December 31, 2017

CREATIVE FINANCIAL DESIGNS, INC.

RIA

CRD#: 109032

SALEM, VA

Past

January 2, 2013 - January 3, 2013

CREATIVE FINANCIAL DESIGNS, INC.

RIA

CRD#: 109032

SALEM, VA

Past

January 2, 2013 - December 31, 2017

CFD INVESTMENTS, INC.

CRD#: 25427

SALEM, VA

Past

February 24, 2006 - January 2, 2013

SIGNATOR INVESTORS, INC.

RIA

CRD#: 468

ROANOKE, VA

Past

February 3, 2006 - January 2, 2013

SIGNATOR INVESTORS, INC.

CRD#: 468

ROANOKE, VA

Past

April 6, 2000 - January 26, 2006

EQUITY SERVICES, INC.

RIA

CRD#: 265

ROANOKE, VA

Past

February 20, 1997 - January 26, 2006

EQUITY SERVICES, INC.

CRD#: 265

MONTPELIER, VT

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Virginia
(11/9/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 12/23/1999

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 3/5/1997

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 2/19/1997

Investment Company Products/Variable Contracts Representative Examination

Current Firm

OG ADVISORY GROUP, LLC

CRD#: 326855 / SEC#:

Virginia

Registered Investment Advisory firm - (11/9/2023 Approved)

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Contact information

Main Address

103 Kirk Avenue Se, Roanoke, VA 24011

Mailing Address

Phone number

(540) 384-0422

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	111
AUM (Assets Under Management)	$ 10,587,794

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

xxxxx@xxxx.xxx

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Advisor Monitoring

Firm Stability Insights

Justin J. Barham

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Justin Jon Barham's CRS (Customer Relationship Summary).

Certified licenses

Experience

COASTAL WEALTH ADVISORY SERVICES, LLC

TRIUMPH WEALTH ADVISORS, INC.

WORLD EQUITY GROUP, INC.

TRIUMPH WEALTH ADVISORS, INC.

TAYLOR CAPITAL MANAGEMENT INC.

CREATIVE FINANCIAL DESIGNS, INC.

CREATIVE FINANCIAL DESIGNS, INC.

CFD INVESTMENTS, INC.

SIGNATOR INVESTORS, INC.

SIGNATOR INVESTORS, INC.

EQUITY SERVICES, INC.

EQUITY SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 12/23/1999

Series 63

Date: 3/5/1997

SIE

Date: 10/1/2018

Series 6

Date: 2/19/1997

Current Firm

OG ADVISORY GROUP, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

OG ADVISORY GROUP, LLC

TRUST BUT VERIFY

Contact information

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