Joel Marius (CRD# 4824505) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Tampa, FL and has over 13 years of experience in the finance industry.
CRD# 3229164
Commonwealth Financial Network
CRD# 5969810
Cambridge Investment Research Advisors, Inc.
CRD# 843581
Financial Guidance Group, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cetera Investment Advisers LLC | Tampa, FL | Sep 2023 - Current | < 1 |
| Cetera Investment Services LLC | Saint Cloud, MN | Sep 2023 - Current | < 1 |
| Gte Federal Credit Union | Tampa, FL | Sep 2023 - Current | < 1 |
| Lpl Financial, LLC | Plano, TX | Oct 2019 - Sep 2023 | 3 |
| Lincoln Financial Securities | Plano, TX | Jan 2019 - Sep 2019 | < 1 |
| Ameriprise Financial Services Inc. | Mckinney, TX | Jan 2018 - Dec 2018 | < 1 |
| Compass Bank | Birmingham, AL | Sep 2017 - Jan 2018 | < 1 |
| Bbva Securites Inc. | Carrollton, TX | Sep 2017 - Jan 2018 | < 1 |
| Bbva Compass Insurance Agency Inc. | Austin, TX | Sep 2017 - Jan 2018 | < 1 |
| Bbva Wealth Solutions Inc. | Carrollton, TX | Sep 2017 - Jan 2018 | < 1 |
| Pfs Investments Inc. | Dallas, TX | Mar 2017 - Sep 2017 | < 1 |
| Capital One | Mckinney, TX | Sep 2016 - Sep 2017 | 1 |
| Various Insurance Carriers For W&r Insurance Agencies | Mckinney, TX | Dec 2014 - Jun 2016 | 1 |
| Waddell & Reed, Inc. | Southlake, TX | Dec 2014 - Jun 2015 | < 1 |
| Pfs Investments Inc. | Farmers Branch, TX | Jun 2014 - Nov 2014 | < 1 |
| Primerica Financial Services | Farmers Branch, TX | Apr 2014 - Oct 2014 | < 1 |
| Merritt Hawkins | Irving, TX | Feb 2014 - Oct 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2011 |
| S65 | NASAA Investment Advisors Law Examination | Jan 2011 |
- FL
- TX
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Total Assets Under Management104,469MILLIONS
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Total Number of Accounts423,554ACCOUNTS
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Average Account Value$246,648
- 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)
- Educational seminars/workshops
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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