Justin T. Irving
Professional summary
Justin Thomas Irving, CFP® is a registered financial advisor currently at IRVING ADVISORY GROUP, LLC located in San Marcos, California.
Justin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Justin has worked at 8 firms and has passed the Series 66, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Justin Thomas Irving's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2006
Experience
March 14, 2012 - Present
IRVING ADVISORY GROUP, LLC
Office #1: 100 E San Marcos Blvd. Suite 400, San Marcos, CA 92069February 14, 2011 - September 20, 2012
CROWN CAPITAL SECURITIES, L.P.
February 14, 2011 - September 20, 2012
CROWN CAPITAL SECURITIES, L.P.
August 19, 2009 - February 11, 2011
QA3 FINANCIAL LLC
July 29, 2009 - February 11, 2011
QA3 FINANCIAL CORP.
January 16, 2004 - July 30, 2009
CROWN CAPITAL SECURITIES, L.P.
December 16, 2003 - January 20, 2004
MUTUAL SECURITIES, INC.
June 30, 2000 - December 16, 2003
METROPOLITAN INVESTMENT SECURITIES, INC.
April 10, 2000 - June 30, 2000
INTERFIRST CAPITAL CORPORATION
December 8, 1999 - April 10, 2000
SAN CLEMENTE SECURITIES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(3/14/2012)
(12/20/2024)
Exams
Current Firm
IRVING ADVISORY GROUP, LLC
CRD#: 160169 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 47 |
| AUM (Assets Under Management) | $ 14,179,594 |
Red Flags
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