Justin
Flores

Facet

CRD#6601892
Investment Advisor
in Windsor, CO

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Justin Flores is a certified financial planner who works out of Windsor, Colorado with 2 years of relevant experience. Flores is an employee of Facet. Over the course of their career, they have held roles at Charles Schwab, Schwab Private Client Investment Advisory, Inc, Facet Wealth and Progressive Insurance. Flores maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to serve investors in Colorado and Texas. Facet is an advisory company that has its headquarters in Baltimore, MD. It has $2 billion in assets across its 18,571 accounts, placing it among the biggest firms in the nation by assets under management. Of its 18,571 customer accounts, just 7% are held by high-net-worth individuals who have at least $1 million in assets available to invest. The company has a few services, such as financial planning services and portfolio management for individuals and small businesses. Financial management fees usually vary depending on which services the firm provides the client. Fees billed by Facet typically consist of fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Fixed Fees

Office Location

Windsor, CO

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Facet Brokerage Details

Total Assets Under Management

$1,654,740,781

CO Average: $6,889,882,315
Total Number of Employees

275

CO Average: 45
Total Number of Accounts

18,571

CO Average: 765
Average Account Size

$89,103

CO Average: $9,006,382

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Justin Flores Work History

Justin has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Facet Wealth

2021 - Present (3 years)

Facet Wealth

2017 - Present (7 years)

Schwab Private Client Investment Advisory, Inc

2016 - 2021 (5 years)

Charles Schwab

2005 - 2015 (10 years)

Progressive Insurance

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Justin Flores to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Facet

Sabrina Lee
Baltimore, MD
Madeline Mcivor
Baltimore, MD
Brian Wagnon
Baltimore, MD
Brian Turner
Enterprise, UT
Carlos Ruiz
Baltimore, MD
Christopher Kadowaki
Lafayette, CO
Gianna Viele
Baltimore, MD
Matthew Mccoy
Rock Hill, SC

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started