Joel Minner (CRD# 6829281) is an Investment Advisor Representative working at Avantax Advisory Services in Clarksville, TN and has over 6 years of experience in the finance industry.
CRD# 6756020
Raymond James Financial Services Advisors, Inc.
CRD# 5654362
Lpl Financial LLC
CRD# 3272374
Raymond James Financial Services Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Aetna, Inc. | Hartford, CT | Oct 2018 - Current | 5 |
| Avantax Insurance Agency, LLC | Clarksville, TN | Sep 2018 - Current | 5 |
| Avantax Investment Services, Inc. | Clarksville, TN | Aug 2018 - Current | 5 |
| Avantax Advisory Services | Clarksville, TN | Aug 2018 - Current | 5 |
| Encompass Financial Services, Inc. | Clarksville, TN | Oct 2017 - Current | 6 |
| Encompass Financial Services, Inc Dba Qb Trainer Tn | Clarksville, TN | Oct 2017 - Oct 2022 | 5 |
| Insureon Solutions | Chicago, IL | Dec 2018 - Jul 2019 | < 1 |
| Hd Vest Advisory Services | Clarksville, TN | Jan 2018 - May 2018 | < 1 |
| Hd Vest Investment Services | Clarksville, TN | Jul 2017 - May 2018 | < 1 |
| Minner's Bookkeeping | Clarksville, TN | Nov 2015 - Dec 2017 | 2 |
| Thurman Campbell Group | Clarksville, TN | Jul 2013 - Nov 2015 | 2 |
| Renninm Company Inc. Dba Minner's Bookkeeping & Tax Prep | Clarksville, TN | Jun 2006 - Aug 2014 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2017 |
- TN
- TX
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Total Assets Under Management41,696MILLIONS
-
Total Number of Accounts131,534ACCOUNTS
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Average Account Value$316,996
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- 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)
- Educational seminars/workshops
- Other
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, VT, WA, WI, WV, WY
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