JD
CFP
JD
CFP

Justin Dorris

13 Years of Experience
Mount Juliet, TN
Broker

Justin Dorris is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Mount Juliet, TN, with 13 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
Loading...

Location

1476 N Mount Juliet Rd, Mount Juliet, TN, 37122

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 →
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
October 2012 - Present · 13 yrs 7 mos
Raymond James Financial Services, INC.Broker
October 2012 - Present · 13 yrs 7 mos
Previous Registrations
Edward Jones
January 2012 - June 2012 · 5 mos
Edward JonesBroker
December 2011 - June 2012 · 6 mos
State Registrations21 states
ALARCADCFLGAILKYMIMOMSNCOHOKPASCTNTXVAWAWI
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.