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Advisors / South Carolina / Bluffton
40yrs

Justin Marcus

Financial advisor at Cetera Investment Advisers

Justin Marcus has worked in the financial industry for 40 years and is a fiduciary financial advisor based in Bluffton, South Carolina. Justin has been with Cetera Investment Advisers since 2025; before that, Justin spent 15 years at Voya Financial Advisors and a year at Ameriprise Advisor Services. Cetera Investment Advisers offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.

One of 118 advisors with offices in Bluffton, and one of 107 fiduciaries.

Bluffton, SCTop 3% by experience in South CarolinaFiduciary advisor

At a glance

Experience40 years (since 1986)
How that compares ?Top 3% by experience in South Carolina
OfficeBluffton, SC
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$306,089
Advisors at the firm10,452
States licensed ?1 state

Services through Cetera Investment Advisers

Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 63Uniform Securities Agent State Law Examination
Series 65Uniform Investment Adviser Law Examination

Career

  1. Mar 2025 – now
  2. 2006 – 2021
  3. Aug 2005 – Jun 2006
    Ameriprise Advisor Services, Inc.Previously
  4. 1998 – 2005
    Banc of America Investment Services, Inc.Previously

Questions to ask Justin

Tailored to Justin’s registration and firm.

  1. What's your succession plan, and who would work with me if you retire?
  2. At a firm this size, will I work with you directly or with a service team?
  3. What does a financial plan with you include, and how often is it updated?
  4. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  5. Where would my money be held, and will I get statements directly from that firm?
  6. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

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About Justin

How do I contact Justin?

Call Cetera Investment Advisers at (310) 257-7880 and ask for Justin Marcus. Justin works from the Bluffton, SC office.

How long has Justin been a financial advisor?

Justin has been in the industry since 1986, about 40 years. Top 3% by experience in South Carolina.

What licenses does Justin hold?

Series 63, Series 65. Tap any license on this page to see what it allows.

Is Justin a fiduciary?

Justin is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Justin paid?

Cetera Investment Advisers reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Justin for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

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