Justin Gates is a registered investment advisor, based in Pensacola, FL, with 10 years of industry experience.
Location
2475 E. Nine Mile Road, Suite F, Pensacola, FL, 32514
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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 processes indexed annuities for clients and owns Paddle Waiwai LLC, a rental property. He is also an accountant/tax advisor for LifeCycle Wealth Management LLC and owner of LifeCycle Wealth Advisors LLC and LifeCycle Tax Resolution Specialists LLC, dedicating a few hours per week to each.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
PFS Investments INC.Broker
State Registrations5 states
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