JC
ChFC
JC
ChFC

Justin Cairns

19 Years of Experience
BrokerSells Insurance

Justin Cairns is a ChFC-designated registered investment advisor at Capital Wealth Alliance, LLC, based in Scottsdale, AZ, with 19 years of industry experience. Justin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 353 clients with $220M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
353 clients
Average Client Portfolio
$625K average
Assets Under Management
$220.5M

Fee Structure

Capital Wealth Alliance's annual fee for managing your investments can be up to 2.25% of the market value of your assets. The exact percentage depends on the amount you invest, the complexity of the services, and the level of administration you request. The fee is calculated each quarter, in advance, based on your account balance at the end of the previous billing period. This fee is negotiable.

Loading...

Location

17015 North Scottsdale Road, Suite 250, Scottsdale, AZ, 85255

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 →
Other Business ActivitiesSells Insurance

Justin is an insurance agent with Capital Wealth Insurance LLC, dedicating minimal time to this role. He is also an investment advisor with Capital Wealth Alliance LLC, spending nearly full-time hours, and owns Next Chapter Advisory Group as a DBA, with minimal time commitment. Finally, Justin refers individuals for debt repair services through Restore Financial, LLC, spending minimal time on this activity.

Employment History
Current Registrations
Kingswood Capital Partners, LLC
October 2018 - Present · 7 yrs 6 mos
Capital Wealth Alliance, LLC
October 2018 - Present · 7 yrs 6 mos
Kingswood Capital Partners, LLCBroker
October 2018 - Present · 7 yrs 6 mos
Previous Registrations
Raymond James & Associates, INC.
January 2015 - October 2018 · 3 yrs 9 mos
Raymond James & Associates, INC.
March 2010 - March 2010 · 0 mos
Raymond James & Associates, INC.Broker
November 2009 - October 2018 · 8 yrs 11 mos
Northwestern Mutual Investment Services, LLCBroker
August 2006 - November 2009 · 3 yrs 3 mos
State Registrations5 states
AZCAFLNVTX
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.