Justin B. Archote
SECOND LINE CAPITAL
Covington, LA 70433
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CRD#: 7168669
Professional summary
Justin Blake Archote, CFP® is a registered financial advisor currently at SECOND LINE CAPITAL, LLC located in Covington, Louisiana.
Justin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Justin has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
What is your minimum asset requirement?
1
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.
1) 08/2023 - Faubourg Private Wealth Advisors / DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s) 2) 08/2023 - Faubourg Private Wealth / DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s) 3) 09/20/2023 - Second Line Capital, LLC - Registered Investment Advisor Hybrid - Advisor - Investment Related - At Reported Business Location(s) -Start Date 09/01/2023 - 160 Hours Per Month/ 40 Hours During Trading - I provide investment advisory services through Second Line Capital, LLC, an independent investment advisor firm. I started this business activity in 9/2023. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 4) 09/20/2023 - Faubourg Private Wealth - Registered Investment Advisor DBA - Advisor - Investment Related - At Reported Business Location(s) - Start Date 09/01/2023 - 160 Hours Per Month/ 40 Hours During Trading
CRS (Client Relationship Summary) - RIA
Click below to view Justin Blake Archote's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2023
Experience
Current
September 1, 2023 - Present
SECOND LINE CAPITAL, LLC
Office #1: 100 Menetre Drive Suite B, Covington, LA 70433RIA
CRD#: 324386
Covington, LA
Past
September 1, 2023 - January 8, 2025
LPL FINANCIAL LLC
BD
CRD#: 6413
COVINGTON, LA
Past
November 12, 2019 - September 11, 2023
EDWARD JONES
RIA
CRD#: 250
Hammond, LA
Past
October 18, 2019 - September 11, 2023
EDWARD JONES
BD
CRD#: 250
Hammond, LA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SL
SECOND LINE CAPITAL, LLC
ATCHLEY WEALTH MANAGEMENT | SECOND LINE CAPITAL, LLC | MUSSO RETIREMENT ADVISORS | FAUBOURG PRIVATE WEALTH | ELBRIDGE ADVISORS, LLC | COMBEST FINANCIAL SERVICES
CRD#: 324386 / SEC#: 801-127790
RIA
Registered Investment Advisory firm - (9/19/2023 Approved)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
Louisiana(9/1/2023)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 10/18/2019
General Securities Representative ExaminationGeneral Industry/Product Exam
Current Firm
SL
SECOND LINE CAPITAL, LLC
ATCHLEY WEALTH MANAGEMENT | SECOND LINE CAPITAL, LLC | MUSSO RETIREMENT ADVISORS | FAUBOURG PRIVATE WEALTH | ELBRIDGE ADVISORS, LLC | COMBEST FINANCIAL SERVICES
CRD#: 324386 / SEC#: 801-127790
RIA
Registered Investment Advisory firm - (9/19/2023 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
2800 Veterans Memorial Blvd. Suite 220, Metairie, LA 70002
Mailing Address
Phone number
(504) 321-0923
Established
Firm type
Fiscal year end
# of Employees
23
SEC notice filing (11 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,502 |
| AUM (Assets Under Management) | $ 723,038,061 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
