JH
CFP
JH
CFP

Justin Heindl

13 Years of Experience
Spencer, WV
BrokerSells Insurance

Justin Heindl is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Spencer, WV, with 13 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

One Black Walnut Avenue, Spencer, WV, 25276

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Justin maintains annuity contracts from his previous role at Poca Valley Insurance and Financial. He also dedicates time to Ripley Baptist Temple as a deacon and assistant treasurer, and coaches sports, totaling a few hours per week.

Employment History
Current Registrations
Cetera Investment Advisers LLC
November 2017 - Present · 8 yrs 11 mos
Cetera Investment Services LLC
November 2017 - Present · 8 yrs 11 mos
Cetera Investment Services LLCBroker
November 2017 - Present · 8 yrs 11 mos
Previous Registrations
Investment Centers of America, INC.
June 2017 - November 2017 · 5 mos
Investment Centers of America, INC.Broker
June 2017 - November 2017 · 5 mos
Woodbury Financial Services, INC.
February 2013 - June 2017 · 4 yrs 4 mos
Woodbury Financial Services, INC.Broker
October 2012 - June 2017 · 4 yrs 8 mos
State Registrations11 states
DEFLGAKYMONCNJOHPAVAWV
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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