Back to top

Overview

Services

Advisor Services

There is no Services data available to display at this time.

Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

There is no client type data to display at this time.

Qualifications

Experience

No timeline events available.
Employer Years Dates
TIAA 1 year, 8 months Feb 2018 - Present
Tiaa-Cref Individual & Institutional Services, LLC 1 year, 8 months Feb 2018 - Present
Ameriprise Financial Services, Inc. 8 months Apr 2017 - Dec 2017
Lpl Financial, LLC 6 months Sep 2016 - Mar 2017
Independent Advisor Alliance, LLC 5 months Sep 2016 - Feb 2017
Efficient Advisors, LLC 1 year Feb 2016 - Feb 2017
Family Wealth Counselors of The Carolinas, Inc. 4 years, 7 months Feb 2012 - Sep 2016
Family Wealth Counselors of The Carolinas, Inc. 10 months Feb 2012 - Dec 2012
Purshe Kaplan Sterling Investments 4 years, 2 months Jan 2012 - Mar 2016
Principal Life Ins Co 3 months Sep 2011 - Dec 2011
Princor Financial Services Corp 5 months Jul 2011 - Dec 2011
Wachovia Bank 2 years, 7 months Oct 2008 - May 2011
Are You
Justin Jeffrey Sheik?
  • Claim your profile
    for FREE
  • Update your
    contact information
  • Highlight your specialties
    and expertise
Claim this free profile

Designations & Memberships

Membership information not available

Articles and Answers

Insights by Justin Sheik

There are no insights for this advisor to display at this time.

Answers

Ask a financial questionAsk a question
There are no answers for this advisor to display at this time.

Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    None
  • as of date
    Sep 5, 2019
FINRA
FINRA
  • license status
    Registered
  • disclosures
    None
  • as of date
    Sep 5, 2019
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Advice and Planning Services

Last updated on June 24, 2019
    • $25.2B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 69K
      Accounts
    • $364.9K
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

  • Percentage Of Assets
  • Other
Other Advisors in Your Area
  • John A. Frisch CPA/PFS, CFP®, AIF®, PPC
    Alliant Wealth Advisors
    Prince William, VA
    View Profile
  • Martin A. Smith, CRPC®, AIFA®
    Wealthcare Financial Group, Inc.
    Bethesda, Maryland
    View Profile
  • Nathan J. Bopp, MBA, AIF®, CFP®
    Mbs Financial Planning Services, Inc
    Uniontown, OH
    View Profile
  • James D. Osborne, MBA, CFP
    Bason Asset Management
    Lakewood, CO
    View Profile
  • David P. White
    Wfa Wealth Managers
    San Diego, CA
    View Profile
  • Glen Hahlen, CFP®, AIF®
    Mbs Financial Planning Services, Inc
    Uniontown, OH
    View Profile