Joel Walker (CRD# 7758206) is an Investment Advisor Representative working at Palomar Advisors Inc. in Temecula, CA and has 1 year of experience in the finance industry.
CRD# 4876819
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 5480138
Safeguard Investment Advisory Group, LLC
CRD# 2345668
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Palomar Advisors | Temecula, CA | Jun 2023 - Current | < 1 |
| Roi Squared Inc. | Temecula, CA | Jun 2023 - Current | < 1 |
| Retired | Temecula, CA | Apr 2022 - Jun 2023 | 1 |
| Link International Inc. | Temecula, CA | Nov 2007 - Apr 2022 | 14 |
- CA
-
Total Assets Under Management68MILLIONS
-
Total Number of Accounts147ACCOUNTS
-
Average Account Value$459,194
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
CA, TX
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