Joel Warren (CRD# 6117370) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Westlake, TX and has over 5 years of experience in the finance industry.
CRD# 2515008
Vanderpal Capital Management LLC
Score
106
CRD# 5763812
Summit Financial Group Inc.
Score
104
CRD# 3086193
Box Financial Advisors, LLC
Score
103
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidelity Investments | Westlake, TX | Aug 2012 - Current | 5 |
| Unemployed | Denton, TX | May 2012 - Aug 2012 | < 1 |
| Abilene Christian University Physical Resources | Abilene, TX | Aug 2011 - May 2012 | < 1 |
| Strickland State Farm | Bedford, TX | Jun 2011 - Aug 2011 | < 1 |
| Abilene Christian University Physical Resources | Abilene, TX | Jan 2011 - May 2011 | < 1 |
| Abilene Christian University | Abilene, TX | Aug 2010 - Dec 2010 | < 1 |
| Troy Hurst Enterprises | Denton, TX | Jun 2010 - Aug 2010 | < 1 |
| Abilene Christian University | Abilene, TX | Aug 2009 - May 2010 | < 1 |
| Jimmy Lyn's Smokehouse & Barbecue | Boerne, TX | Jun 2009 - Aug 2009 | < 1 |
| Abilene Christian University | Abilene, TX | May 2008 - May 2009 | 1 |
| Boerne High School | Boerne, TX | Feb 2007 - May 2008 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2012 |
| S66 | NASAA Uniform Combined State Law Examination | Oct 2013 |
- TX
-
Total Assets Under Management254,026MILLIONS
-
Total Number of Accounts688,691ACCOUNTS
-
Average Account Value$368,854
- 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 investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
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