Justin M. Campagna

EMERGENT FINANCIAL GROUP

Atlanta, GA 30326

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CRD#: 7267043

Professional summary

Justin Michael Campagna, who also goes by Justin Michael Campagna, Justin Campagna, is a registered financial advisor currently at EMERGENT FINANCIAL GROUP, LLC located in Atlanta, Georgia.

Justin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Justin has worked at 1 firm and has passed the Series 65, Series 63 and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Justin Michael Campagna | Justin Campagna

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.

Justin Campagna is an independent insurance agent and provides insurance services through Emergent Financial Group in its separate capacity as a licensed insurance agency. He also provides pension and benefit consulting services by helping employers navigate employee health and welfare plans. Mr. Campagna spends approximately half of his time on these activities through Emergent Financial Group.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Justin Michael Campagna'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®

None

Experience

Current

April 18, 2023 - Present

EMERGENT FINANCIAL GROUP, LLC

Office #1: 3355 Lenox Rd Ne Ste 750, Atlanta, GA 30326

RIA

CRD#: 318413

Atlanta, GA

Past

April 18, 2022 - December 31, 2022

EMERGENT FINANCIAL GROUP, LLC

RIA

CRD#: 318413

Atlanta, GA

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

Georgia
(4/18/2023)

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

State Security Law Exam

IAR

Series 65

Date: 7/24/2021

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 5/3/2021

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 8/14/2020

Securities Industry Essentials Examination

Current Firm

EMERGENT FINANCIAL GROUP, LLC

CRD#: 318413 / SEC#:

Georgia

Registered Investment Advisory firm - (4/18/2023 Approved)

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Contact information

Main Address

3355 Lenox Rd Ne Ste 750, Atlanta, GA 30326

Mailing Address

Phone number

(404) 394-0823

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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.

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Justin M. Campagna

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Justin Michael Campagna's CRS (Customer Relationship Summary).

Certified licenses

Experience

EMERGENT FINANCIAL GROUP, LLC

EMERGENT FINANCIAL GROUP, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 7/24/2021

Series 63

Date: 5/3/2021

SIE

Date: 8/14/2020

Current Firm

EMERGENT FINANCIAL GROUP, LLC

Contact information

Documents

Red Flags

Company Information

EMERGENT FINANCIAL GROUP, LLC

TRUST BUT VERIFY

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