Joel EstesCRD Number: 5715898
Current Firm: Mckinley Carter Wealth Services, Inc.
Joel Estes (CRD# 5715898) is an Investment Advisor Representative working at Mckinley Carter Wealth Services, Inc. in Dayton, OH and has over 11 years of experience in the finance industry. Joel Estes has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Truly Prosper Financial Planning LLC
U.s. Bancorp Investments, Inc.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
|Mckinley Carter Wealth Services||Dayton, WV||Dec 2021 - Current||< 1|
|Guardian Life Insurance Company||West Chester, OH||Aug 2017 - Dec 2021||4|
|Park Avenue Securities||West Chester, OH||Aug 2017 - Dec 2021||4|
|Guardian Life Insurance||Dayton, OH||May 2017 - Dec 2021||4|
|Park Avenue Securities||Dayton, OH||May 2017 - Dec 2021||4|
|Park Avenue Securities||Beavercreek, OH||May 2013 - Apr 2017||3|
|Guardian Life Insurance Company||Beavercreek, OH||May 2013 - Apr 2017||3|
|Park Avenue Securities||Cincinnati, OH||Dec 2010 - May 2013||2|
|Guardian Life Insurance Company||Cincinnati, OH||Sep 2009 - May 2013||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 2011|
Total Assets Under Management2,095MILLIONS
Total Number of Accounts4,807ACCOUNTS
Average Account Value$435,800
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
AL, AZ, CA, FL, GA, IL, IN, KY, LA, MA, MD, MO, NC, NH, NJ, NY, OH, PA, SC, TN, TX, VA, WA, WV
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