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Justin Travis Whitehead

PEBBLE RIA, LLC·LEXINGTON, Massachusetts
Clean recordPEBBLE RIA, LLC
37 TARBELL AVE, LEXINGTON, MA 02421CRD# 7623008Firm CRD# 323301

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Justin Travis Whitehead · LEXINGTON, MA
Registration
CRD #7623008 · PEBBLE RIA, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Justin Travis Whitehead is a registered financial advisor based in LEXINGTON, Massachusetts, affiliated with PEBBLE RIA, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
PEBBLE RIA, LLC
PEBBLE FINANCE
AUM
$39K
Regulatory assets under management
Employees
2
Total firm employees
Services
Portfolio management (individuals)
04

Background

Compensation
Subscription fees
Regulatory
SEC/IARD CRD# 7623008
Firm CRD# 323301
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Justin Travis Whitehead offer?
Justin Travis Whitehead specializes in Investment Management. Contact their office in LEXINGTON, Massachusetts for a consultation.
What are Justin Travis Whitehead's credentials?
Justin Travis Whitehead is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Justin Travis Whitehead located?
Justin Travis Whitehead is based in LEXINGTON, Massachusetts, working with PEBBLE RIA, LLC. Their office serves clients in the LEXINGTON metropolitan area and surrounding communities.
How does Justin Travis Whitehead charge for services?
Justin Travis Whitehead's firm is compensated through subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PEBBLE RIA, LLC?
PEBBLE RIA, LLC has approximately 2 employees and manages $39K in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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