Justin
Reckers
Fonte Financial Advisors
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About this Advisor
Justin Reckers is a certified financial planner operating in Carlsbad, California who has 2 years of industry experience. Reckers is currently employed by Fonte Financial Advisors. Throughout their career, Reckers has worked at Pacific Wealth Management, Girard Securities, Inc, Source Financial Advisors, LLC, Pac Divorce, Inc, Pacific Divorce Management, Reckers Group, LLC, Advisory Services Network, LLC, Rg Financial, LLC Dba Fonte Financial Advisors and Calton & Associates, Inc. Reckers holds Series 66 and Series 63 licenses, which qualify them as a securities representative, and is approved to work in California and Texas. Fonte Financial Advisors is an advisory firm based in Carlsbad, CA. The company has just five advisors. It oversees $108 million in assets among its 357 accounts, placing it among the mid-sized firms in the nation by assets under management. Of its 357 client accounts, 57% are associated with high-net-worth investors who have more than $1 million in assets. The company offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. A financial advisor's fees depend on the services provided. Fee types charged by Fonte Financial Advisors can be comprised of any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Fonte Financial Advisors Brokerage Details
$107,503,805
5
357
$301,131
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Justin Reckers Work History
Justin has been registered as a financial advisor for 2 years.*
Rg Financial, LLC Dba Fonte Financial Advisors
Reckers Group, LLC
Advisory Services Network, LLC
Pac Divorce, Inc
Calton & Associates, Inc
Source Financial Advisors, LLC
Girard Securities, Inc
Pacific Wealth Management
Pacific Divorce Management
*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 Reckers 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 Fonte Financial Advisors
Carlsbad, CA
Carlsbad, CA
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.
