Joel Suarez, financial advisor Addison TX

Joel Suarez

CRD Number: 3244934
Current Firm: Voya Financial Advisors, Inc.
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
Voya Financial Partners Lubbock, TX Sep 2014 - Current 6
Voya Financial Advisors Austin, TX Sep 2014 - Current 6
Ing Financial Partners, Inc. Austin, TX Jan 2011 - Sep 2014 3
Ing Financial Advisers LLC Lubbock, TX Jan 2007 - Sep 2014 7
Valic Lubbock, TX Apr 2002 - Jan 2007 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 1999
Contact Info for Joel Suarez
Phone Number: 1-800-356-2906
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    15,918
    MILLIONS
  • Total Number of Accounts
    77,663
    ACCOUNTS
  • Average Account Value
    $204,965
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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

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