Justin Miles Victor

Justin Miles Victor

CFP®
CRD# 4956987·Registered 2005 - 2026
Previously Registered: Being a previously registered professional could mean that Justin 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.

Professional Summary

Justin Miles Victor, CFP® was a registered financial advisor. Justin was a previously registered financial professional and started their career in finance 2005 - 2026. Justin had worked at 2 firms and has passed the Series 66 and Series 7 exams.

At a Glance

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Fiduciary Standard

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Fee Structure

$250K–$500K

Account Minimum

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Active Clients

Who I Serve

Business Owners & Entrepreneurs

Services Offered

  • Financial Planning
  • Tax Planning
  • Investment Management
  • Retirement Planning
  • Risk Management & Insurance
  • Estate & Legacy Planning
  • Education Funding

Specializations

Middle Income Client Needs
Real Estate Investing

Biography

Our fees are based on the amount of investable assets we manage. Our clients pay, at most, 1% per year, with discounts at higher levels

Other Aliases

There are no additional aliases reported.

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