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Justin Lee Smith

20 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningEducation PlanningInsurance Planning
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
223 advisors
Number of Clients
6,062 clients
Average Client Portfolio
$201K average
Assets Under Management
$1.2B

Fee Structure

Minimum Investment:$50K
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Location

13111 Westheimer Rd., Suite 475, Houston, TX, 77077

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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 owns The Smith Group, an insurance agency specializing in fixed/traditional insurance sales, dedicating nearly full-time hours to it. He also owns and manages a residential rental property, spends minimal time as an IAR for Westpark Wealth Advisors, and volunteers as a director on the Angleton Christian School board.

Employment History
Current Registrations
Calton & Associates, INC.Broker
November 2017 - Present · 8 yrs 3 mos
Westpark Wealth Advisors, INC.
January 2007 - Present · 19 yrs 1 mo
Previous Registrations
Ims Securities, INC.Broker
January 2007 - November 2017 · 10 yrs 10 mos
NFP Securities, INC.
November 2006 - January 2007 · 2 mos
NFP Securities, INC.Broker
April 2005 - January 2007 · 1 yr 9 mos
State Registrations3 states
LANMTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.