Joel Gourdin (CRD# 6067326) is an Investment Advisor Representative working at Mariner Independent in Sacramento, CA and has over 11 years of experience in the finance industry.
CRD# 2464546
Capital Planning Advisors LLC
CRD# 5156625
Dynamic Wealth Strategies, LLC
CRD# 2923073
Captrust
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mariner Independent Advisor Network, LLC | Sacramento, CA | Dec 2021 - Current | 2 |
| Lpl Financial LLC | Sacramento, CA | Nov 2021 - Current | 2 |
| Principal Funds Distributor, Inc. | Folsom, CA | May 2018 - Nov 2021 | 3 |
| Principal Funds Distributor, Inc. | El Dorado Hills, CA | Feb 2015 - May 2018 | 3 |
| Morgan Stanley Private Bank, National Association | New York, NY | Jan 2015 - Feb 2015 | < 1 |
| Morgan Stanley Smith Barney | Beverly Hills, CA | May 2012 - Feb 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2012 |
- CA
-
Total Assets Under Management8,147MILLIONS
-
Total Number of Accounts27,977ACCOUNTS
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Average Account Value$291,190
- 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)
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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