Joel Slatter (CRD# 4737214) is an Investment Advisor Representative working at Ignite Planners LLC in San Clemente, CA and has over 18 years of experience in the finance industry.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 2361078
Baker Jensen Investment Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ignite Planners LLC | San Clemente, CA | Sep 2022 - Current | 1 |
| Purshe Kaplan Sterling Investments | Albany, NY | Mar 2020 - Current | 4 |
| Foresight Wealth Management, LLC | Draper, UT | Jun 2018 - Sep 2022 | 4 |
| Amazon | Salt Lake City, UT | Dec 2019 - Feb 2020 | < 1 |
| Bruce A. Lefavi Securities, Inc. | Salt Lake City, UT | Feb 2011 - Jun 2018 | 7 |
| Bruce A. Lefavi Annuities, Inc Dba Lefavi Wealth Management | Salt Lake City, UT | Feb 2011 - Jun 2018 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2005 |
| S66 | NASAA Uniform Combined State Law Examination | Mar 2007 |
- CA
- UT
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Total Assets Under Management716MILLIONS
-
Total Number of Accounts3,503ACCOUNTS
-
Average Account Value$204,332
- A percentage of assets under your management
- 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
- Selection of other advisers (including private fund managers)
AL, AZ, CA, CO, FL, GA, HI, ID, IL, KY, LA, MI, MO, MS, MT, NC, NV, OH, OK, OR, SC, TN, TX, UT, VA, WA, WI, WY
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