Joel Suarez, financial advisor Lubbock TX

Joel Suarez

CRD Number: 3244934
Current Firm: Mariner Independent
Compensation Model: Both

Joel Suarez (CRD# 3244934) is an Investment Advisor Representative working at Voya Financial Advisors, Inc. in Lubbock, TX and has over 16 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Monarch Private Wealth Lubbock, TX Nov 2022 - Current 1
Mariner Platform Solutions Lubbock, TX Nov 2022 - Current 1
Voya Financial Advisors Austin, TX Sep 2014 - Oct 2022 8
Voya Financial Partners Lubbock, TX Sep 2014 - Oct 2022 8
Ing Financial Partners, Inc. Austin, TX Jan 2011 - Sep 2014 3
Ing Financial Advisers LLC Lubbock, TX Jan 2007 - Sep 2014 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 1999
Contact Info for Joel Suarez
By the Numbers
  • Total Assets Under Management
    4,346
    MILLIONS
  • Total Number of Accounts
    8,802
    ACCOUNTS
  • Average Account Value
    $493,709
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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Data verified by both the advisor and the public regulatory data.

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