JK
PFS
JK
PFS

Justin Kiddy

16 Years of Experience
Mount Pleasant, SC
BrokerSells Insurance

Justin Kiddy is a PFS-designated registered investment advisor at Cetera Investment Advisers LLC, based in Mount Pleasant, SC, with 16 years of industry experience. Justin is also registered as a broker, so some compensation may come from commissions on products sold. Their firm serves 813,961 clients with $260B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10471 advisors
IM Fee
Planning only
Assets Under Management
$256.8B
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Location

Mount Pleasant, SC

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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 is an independent insurance agent with Avantax Insurance Agency Inc since 2014, dedicating minimal time to selling insurance. He also manages rental properties and is a partner in VERIS LLC, a CPA firm, dedicating nearly full-time hours to this role.

Employment History
Current Registrations
Cetera Investment Advisers LLC
September 2025 - Present · 1 yr 1 mo
Cetera Wealth Services, LLCBroker
September 2025 - Present · 1 yr 1 mo
Previous Registrations
Avantax Advisory Services
August 2014 - September 2025 · 11 yrs 1 mo
Avantax Investment Services, INC.Broker
August 2014 - September 2025 · 11 yrs 1 mo
New England Securities Corporation
April 2010 - August 2014 · 4 yrs 4 mos
New England SecuritiesBroker
February 2010 - August 2014 · 4 yrs 6 mos
State Registrations2 states
MDSC
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.
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