Justin Russell Florence
Investment adviser representative at Capital and Planning, LLC
22 yearsExperience
1 stateRegistered in
$193.9MFirm assets
4 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
22 years in the industry.
- Capital and Planning, LLCAug 2023 to now
- Captial and Planning, LLCJul 2023 to now
- LPL Financial LLCJul 2004 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 66 · Uniform Combined State Law2004
State registrations
Registered as an investment adviser representative in 1 state (GA).
Capital and Planning, LLC
$193.9MAssets managed
517Clients
3Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4370448
- Firm CRD
- 321104