JP
Justin A. Pan
INTRINSIC INSIGHTS LLC
Vienna, VA
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CRD#: 7172051
JP
Professional summary
Justin Alexander Pan is a registered financial advisor currently at INTRINSIC INSIGHTS LLC located in Vienna, Virginia.
Justin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Justin has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Justin Alexander Pan'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®
NoneExperience
Current
January 30, 2020 - Present
INTRINSIC INSIGHTS LLC
RIA
CRD#: 305582
Vienna, VA
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
Virginia(1/30/2020)
Current Firm
II
INTRINSIC INSIGHTS LLC
INTRINSIC INSIGHTS | INTRINSIC INSIGHTS LLC
CRD#: 305582 / SEC#:
Virginia
Registered Investment Advisory firm - (1/30/2020 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Vienna, VA
Mailing Address
Phone number
(703) 864-7728
Established
Firm type
Fiscal year end
# of Employees
1
Red Flags
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