JH

Justin D. Harris

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CRD#: 4898915
JH

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Justin Dillard Harris was a registered financial professional .

Justin is a previously registered financial professional and started their career in finance in 2005. Justin had worked at 5 firms and has passed the Series 66 and Series 7 exams.

Question & Answer


Are you a "fiduciary"?
No

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.
The advisor shows no other business activity.

CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

January 17, 2013 - December 31, 2014

BLUE RIDGE WEALTH MANAGEMENT

RIA
CRD#: 166298
NORTH CHESTERFIELD, VA
Past

January 28, 2011 - January 2, 2013

AFCG, LLC

RIA
CRD#: 138441
RICHMOND, VA
Past

January 19, 2009 - December 31, 2010

AFCG, LLC

RIA
CRD#: 138441
RICHMOND, VA
Past

July 12, 2006 - January 21, 2009

MAROTTA WEALTH MANAGEMENT, INC.

RIA
CRD#: 115645
CHARLOTTESVILLE, VA
Past

February 18, 2005 - May 8, 2006

FRIEDRICHS ASSET MANAGEMENT LLC

RIA
CRD#: 125006
RICHMOND, VA
Past

January 25, 2005 - May 2, 2006

NEXT FINANCIAL GROUP, INC.

BD
CRD#: 46214
HOUSTON, TX

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 2/5/2005
Uniform Combined State Law Examination
General Industry/Product Exam

Current Firm


BR
BLUE RIDGE WEALTH MANAGEMENT
BLUE RIDGE WEALTH MANAGEMENT | BLUE RIDGE WEALTH MANAGEMENT, LLC

CRD#: 166298 / SEC#:

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Contact information


Main Address
2727 Mcrae Rd., North Chesterfield, VA 23235
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Red Flags


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Company Information


BLUE RIDGE WEALTH MANAGEMENT

CRD#: 166298

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