Joel Shirey, financial advisor Carrollton GA
90 score

Joel Shirey

CRD Number: 5306188
Current Firm: Cambridge Investment Research Advisors, Inc.

Joel Shirey (CRD# 5306188) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Carrollton, GA and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Cambridge Investment Research Advisors, Inc. Fairfield, IA Jun 2012 - Current 4
Cambridge Investment Research, Inc. Fairfield, IA Dec 2009 - Current 7
Grillo & Associates Carrollton, GA Jan 2007 - Current 9
University Of West Georgia Carrollton, GA Aug 2002 - Dec 2006 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2012
Contact Info for Joel A. Shirey
Phone Number: 641-472-5100
Firm Website: http://www.cir2.com
Registered State(s):
  • GA
  • TX
By the Numbers
  • Total Assets Under Management
    25,187
    MILLIONS
  • Total Number of Accounts
    152,412
    ACCOUNTS
  • Average Account Value
    $165,257
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
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
  • Selection of other advisers (including private fund managers)
  • Market timing services
  • Educational seminars/workshops
Types of Clients
Registered States

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

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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