Justin
Spitler
Certified Advisory Corp
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About this Advisor
Justin Spitler is a certified financial planner working out of Altamonte Springs, Florida, with a total of 5 years of relevant experience. Spitler currently works for Certified Advisory Corp. Over the course of their career, Spitler has held roles at Fidelity Brokerage Services, Td Ameritrade, Jackson Wealth Management, LLC, E*Trade Securities LLC, E*Trade Capital Management LLC, Transam Securities, Inc, Na, Usps, Scps, Certified Advisory Corp, Fortune Financial Services and Certified Insurance Corp. Spitler maintains Series 63 and Series 66 licenses, qualifying them as a securities agent, and is able to work in Florida. Certified Advisory Corp is a financial advisory company based out of Altamonte Springs, FL. The investment advisory business has offices in five locations and a total of 38 employees. It administers $2 billion in total assets across its 5,503 accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm serves five charitable organizations. Of its 5,503 accounts, 19% are associated with high-net-worth clients who have greater than $1 million in investable assets. The firm provides a wide range of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Financial management fee schedules typically are based on which service is provided. Fees charged by Certified Advisory Corp can be comprised of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Certified Advisory Corp Brokerage Details
$1,921,925,914
38
5,503
$349,251
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Justin Spitler Work History
Justin has been registered as a financial advisor for 5 years.*
Fortune Financial Services
Certified Advisory Corp
Certified Insurance Corp
Transam Securities, Inc
Scps
E*Trade Securities LLC
E*Trade Capital Management LLC
Na
Usps
Jackson Wealth Management, LLC
Td Ameritrade
Fidelity Brokerage Services
*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 Spitler 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 Certified Advisory Corp
Altamonte Springs, FL
Altamonte Springs, FL
Altamonte Springs, FL
Altamonte Springs, FL
Altamonte Springs, FL
Gainesville, FL
Altamonte Springs, FL
Altamonte Springs, FL
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.
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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.
