Justin Turcotte
Justin Turcotte is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Newton Lower Falls, MA, with 24 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
2344 Washington St, Suite 2, Newton Lower Falls, MA, 02462
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Justin is involved with two support companies: Lightship Wealth Strategies, Inc. (non-owner) and Turcotte Wealth Management, Inc. (owner). He dedicates about half his time to each company, with a significant portion of that time occurring during trading hours; Turcotte Wealth Management, Inc. is his S corp for his financial advisory business.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Northwestern Mutual Investment Services, LLCBroker
State Registrations22 states
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