Justin Daley is a CFP-designated registered investment advisor, based in Lakewood Ranch, FL, with 19 years of industry experience.
Location
6260 Lake Osprey Dr, Lakewood Ranch, FL, 34240
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Regulatory History
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 independent contractor for Aksala Wealth Advisors LLC, conducting Avantax business and dedicating full-time hours to meeting with clients, providing investment advice, and financial planning. He is also an agent for Avantax Insurance Agency, LLC, and may sell various annuity and insurance products, dedicating a few hours per week to this activity.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
State Registrations26 states
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.