Justin
Goodhue

Primoris Wealth Advisors, LLC

CRD#5957435
Investment Advisor
in West Palm Beach, FL

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About this Advisor

Justin Goodhue is a financial advisor based in West Palm Beach, Florida, working with Primoris Wealth Advisors, LLC. Justin has previously held positions at Buell Securities Corp, Capitol Securities Management, and Primoris Wealth Advisors, LLC. Justin has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Florida and New York. Currently, Justin is part of Primoris Wealth Advisors, LLC, which operates out of West Palm Beach, Florida. The firm has 7 employees and manages assets totaling $175.7 million. The firm serves high-net-worth clients and offers services including portfolio management for individuals and small businesses, portfolio management for institutional clients, and the publication of newsletters. The fee structure at Primoris Wealth Advisors, LLC includes asset-based fees.

Certifications and Registrations

Series 63, Series 66

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Publication of periodicals or newsletters

Fee Structure

Percentage of Assets

Office Location

9250 Alternate A1A Suite A
West Palm Beach, FL 33403

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Primoris Wealth Advisors, LLC Brokerage Details

Total Assets Under Management

$175,739,114

FL Average: $1,855,561,029
Total Number of Employees

7

FL Average: 62
Total Number of Accounts

462

FL Average: 2,474
Average Account Size

$380,388

FL Average: $750,025

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Publication of periodicals or newsletters

Justin Goodhue Work History

2022 - Present (2 years)

Primoris Wealth Advisors, LLC

2019 - 2022 (3 years)

Capitol Securities Management

2011 - 2019 (8 years)

Buell Securities Corp

Disclosures

Please visit the SEC profile of Justin Goodhue 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 Primoris Wealth Advisors, LLC

Richard Hoffman
Kihei, HI
Justin Goodhue
West Palm Beach, FL
Michael Roscoe
West Palm Beach, FL
Gavin Mcnally
West Palm Beach, FL
John Catalfamo
West Palm Beach, FL
Raymond Eaton
West Palm Beach, FL
Gregory Cecchini
West Palm Beach, FL

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

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