Justin Carlos Lizama

Employer firm

Simple Financial, LLC CRD 321616

73 advisory clients

Reported services (Item 5G)

• Financial planning
• Pension consulting
• Selection of other advisers
• BUSINESS CONSULTING

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2018 → Present
  Iridium Artist Inc
  Highland, UT
• 08/2017 → 10/2018
  365 Touring International, Inc
  Encino, CA
• 01/2015 → 07/2017
  Bg Tours Llc
  Los Angeles, CA
• 08/2019 → Present
  Legacy Insurance & Financial Services, Llc
  West Jordan, UT
• 09/2020 → 12/2022
  Gradient Advisors, Llc
  Arden Hills, MN
• 01/2023 → Present
  Simple Financial, Llc
  West Jordan, UT
• 04/2008 → Present
  American Senior Benefits
  West Jordan, UT
• 04/2009 → 08/2019
  Tsg
  Brooklyn, NY

Previous Registrations

• 2020-09-10 → 2022-12-31
  Gradient Advisors, Llc
  Provo, UT
  Arden Hills, MN

Other Businesses

Legacy Insurance & Financial Services/American Senior Benefits | Investment Related | West Jordan, Utah | Insurance sales/Licensed Insurance Agent | 08/05/2019 | 160 hours a month | 130 hours a month during security trading hours | Selling Insurance and meeting with clients. Iridium Artist Inc. Investment related: no Address: 12224 N Bridgegate Way, Highland, UT 84003 Nature: Holdings Corp Position: CEO Start date: 11/2018 hours/month: 10 hours during securities trading hours: none Duties: general ops & accounting

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-11-25