Justin Smith
Justin Smith is a registered investment advisor at Cetera Investment Advisers LLC, based in Fort Myers, FL, with 17 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
Firm Size
IM Fee
Assets Under Management
Location
5237 Summerlin Commons Blvd. Suite 326, Fort Myers, FL, 33907
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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 sells fixed insurance products including life, health, disability, fixed annuities, and long-term care, dedicating minimal time. He also works full-time as a financial professional for Totus Wealth Management and owns Elevate Wealth Management, LLC, both DBAs for financial services.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Advisors LLCBroker
Previous Registrations
Cetera Advisors LLC
M Holdings Securities, INC.
M Holdings Securities, INC.Broker
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
Nylife Securities LLCBroker
State Registrations9 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.