JC
ChFC
JC
ChFC

Justin Cairns

20 Years of Experience
Scottsdale, AZ
BrokerSells Insurance

Justin Cairns is a ChFC-designated registered investment advisor at Capital Wealth Alliance, LLC, based in Scottsdale, AZ, with 20 years of industry experience. Justin is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 348 clients with $300M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
348 clients
Average Client Portfolio
$863K average
Assets Under Management
$300.3M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

Annual portfolio management fee ranges up to 2.25% depending on asset value, complexity, and administration level. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...

Location

17015 North Scottsdale Road, Suite 250, Scottsdale, AZ, 85255

Get directions

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.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Justin is an insurance agent with Capital Wealth Insurance LLC, dedicating minimal time to this role. He is also an investment advisor with Capital Wealth Alliance LLC, spending nearly full-time hours, and owns Next Chapter Advisory Group as a DBA, with minimal time commitment. Finally, Justin refers individuals for debt repair services through Restore Financial, LLC, spending minimal time on this activity.

Employment History
Current Registrations
Kingswood Capital Partners, LLCBroker
October 2018 - Present · 8 yrs
Capital Wealth Alliance, LLC
October 2018 - Present · 8 yrs
Previous Registrations
Raymond James & Associates, INC.
January 2015 - October 2018 · 3 yrs 9 mos
Raymond James & Associates, INC.
March 2010 - March 2010 · 0 mos
Raymond James & Associates, INC.Broker
November 2009 - October 2018 · 8 yrs 11 mos
Northwestern Mutual Investment Services, LLCBroker
August 2006 - November 2009 · 3 yrs 3 mos
State Registrations5 states
AZCAFLNVTX
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.
More Advisors