Joel BlountCRD Number: 4480023
Current Firm: Wells Fargo Advisors Financial Network, LLC
Joel Blount (CRD# 4480023) is an Investment Advisor Representative working at Wells Fargo Advisors Financial Network, LLC in Salem, OR and has over 15 years of experience in the finance industry.
True Private Wealth Advisors, LLC
H. Beck, Inc.
Sagepoint Financial, Inc.
|Wells Fargo Advisors Financial Network, LLC||Salem, OR||Apr 2012 - Current||4|
|Morgan Stanley Smith Barney||Salem, OR||Jun 2009 - Apr 2012||2|
|Citigroup Global Markets Inc.||Salem, OR||Jun 2000 - Jun 2009||9|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 2002|
|S65||NASAA Investment Advisors Law Examination||Apr 2005|
Total Assets Under Management38,415MILLIONS
Total Number of Accounts131,465ACCOUNTS
Average Account Value$292,208
- 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, 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