JG
CFP
JG
CFP

Justin Groce

23 Years of Experience
Cary, NC
BrokerSells Insurance

Justin Groce is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Cary, NC, with 23 years of industry experience. Justin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

8000 Regency Pkwy, Suite 580, Cary, NC, 27518

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Justin operates under the DBA Adams Financial as a financial advisor and backup designated supervisor, dedicating full-time hours to prospecting, obtaining, and servicing clients, as well as supervising branch registered representatives. He also works as an insurance agent selling annuities with various companies, dedicating minimal time to this activity.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 3 yrs 3 mos
Cetera Wealth Services, LLCBroker
July 2002 - Present · 24 yrs 2 mos
Previous Registrations
Cetera Advisor Networks LLC
June 2004 - June 2023 · 19 yrs
State Registrations9 states
FLGAKYNCOHSCTXVAWA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.