Justin
Boller
Liquid Strategies, LLC
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About this Advisor
Justin Boller is a chartered financial analyst who works out of Atlanta, Georgia with a total of 4 years of relevant experience. Boller is on the advisory team at Liquid Strategies, LLC. The advisor has gained experience at Invesco, Inc, A I M Distributors, Inc, Advocacy Wealth Management, LLC and Liquid Strategies, LLC. Boller has a Series 63 license, designating them as a securities representative, and is registered to work in Georgia. Liquid Strategies, LLC is a financial advisory company based in Atlanta, GA. The firm has offices in two locations and a total of 10 advisors. It controls $637 million in total assets across its 12 client accounts, placing it among the bigger investment advisory firms in the United States by assets under management. Of its 12 customer accounts, just 8% are held by high-net-worth clients who have more than $1 million in assets. Liquid Strategies, LLC offers a few services, such as portfolio management for individuals and small businesses, portfolio management for investment companies and other services. A financial advisor's fee schedules largely are based on which services are provided. Fees charged by Liquid Strategies, LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Liquid Strategies, LLC Brokerage Details
$636,898,040
10
12
$53,074,837
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Other
Justin Boller Work History
Justin has been registered as a financial advisor for 4 years.*
Liquid Strategies, LLC
Advocacy Wealth Management, LLC
A I M Distributors, Inc
Invesco, Inc
*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 Boller 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 Liquid Strategies, LLC
Atlanta, GA
Atlanta, GA
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