Justin Wayne Rae
CFP®Professional Summary
Justin Wayne Rae, CFP®, who also goes by Justin Rae, Justin Salido, is a registered financial advisor currently at BRUNO MOUNTAIN ADVISORY, LLC located in Bend, Oregon. Justin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Justin has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Justin Rae, Justin Salido
Similar Advisors
LPL FINANCIAL LLC
J.P. MORGAN SECURITIES LLC
OSAIC WEALTH, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
LPL FINANCIAL LLC
J.P. MORGAN SECURITIES LLC
OSAIC WEALTH, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
LPL FINANCIAL LLC
J.P. MORGAN SECURITIES LLC
OSAIC WEALTH, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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.
Similar Advisors
LPL FINANCIAL LLC
J.P. MORGAN SECURITIES LLC
OSAIC WEALTH, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
Credentials
Years of Experience
21 years in the financial services industry
Current & Past Employments
Similar Advisors
LPL FINANCIAL LLC
J.P. MORGAN SECURITIES LLC
OSAIC WEALTH, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
Current Firm
BRUNO MOUNTAIN ADVISORY, LLC
Contact Information
Main Address
105 Nw Riverfront Street, Bend, OR 97703Mailing Address
70 Sw Century Dr. Suite 100 Pmb 503, Bend, OR 97702Phone Number
(541) 610-7992# of Employees
2Documents
Regulatory Assets Under Management
Total Number of Accounts
138AUM (Assets Under Management)
$37,169,095Similar Advisors
LPL FINANCIAL LLC
J.P. MORGAN SECURITIES LLC
OSAIC WEALTH, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
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.
Similar Advisors
LPL FINANCIAL LLC
J.P. MORGAN SECURITIES LLC
OSAIC WEALTH, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
State Registrations and Notice Filings
(6/22/2023)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Similar Advisors
LPL FINANCIAL LLC
J.P. MORGAN SECURITIES LLC
OSAIC WEALTH, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
CRS (Client Relationship Summary) - RIA
Click below to view Justin Wayne Rae's CRS (Customer Relationship Summary).
Similar Advisors
LPL FINANCIAL LLC
J.P. MORGAN SECURITIES LLC
OSAIC WEALTH, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
