Joel George (CRD# 7668424) is an Investment Advisor Representative working at Gradient Advisors, LLC in Pueblo, CO and has 1 year of experience in the finance industry.
CRD# 3033740
State Farm Investment Management Corp.
CRD# 2485594
Rbc Capital Markets, LLC
CRD# 4287199
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Gradient Advisors LLC | Arden Hills, MN | Nov 2022 - Current | 1 |
| Allied Wealth Financial Group | Pueblo, CO | Jul 2021 - Current | 2 |
| University Of Colorado At Colorado Springs | Colorado Springs, CO | Aug 2019 - Current | 4 |
| Unemployed | Simla, CO | Nov 2012 - Aug 2019 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 2022 |
- CO
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Total Assets Under Management207MILLIONS
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Total Number of Accounts2,706ACCOUNTS
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Average Account Value$76,532
- A percentage of assets under your management
- Hourly charges
- 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)
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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