JT
CFP
JT
CFP

Justin Tart

21 Years of Experience
Kinson, NC
Broker

Justin Tart is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Kinson, NC, with 21 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

2815 Hull Road, Kinson, NC, 28504

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History

Regulatory History
Clean regulatory record

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

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Other Business Activities

Justin is a partner in GoodBodies 24/7 Fitness Inc., dedicating a few hours per week. He is also the owner and president of Tart Holdings, LLC DBA InnerBanks Financial Partners, a support company, taking about half of Justin's time, including during trading hours.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
November 2017 - Present · 8 yrs 10 mos
Raymond James Financial Services, INC.Broker
November 2017 - Present · 8 yrs 10 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
October 2005 - November 2017 · 12 yrs 1 mo
Wells Fargo Clearing Services, LLCBroker
September 2004 - November 2017 · 13 yrs 2 mos
State Registrations7 states
FLKSMDNCSCTXVA
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.