Joel Warren, financial advisor Westlake TX
90 score

Joel Warren

CRD Number: 6117370
Current Firm: Strategic Advisers, Inc.

Joel Warren (CRD# 6117370) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Westlake, TX and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Investments Westlake, TX Aug 2012 - Current 4
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
Tootie Pie Company Boerne, TX Sep 2006 - Feb 2007 < 1
Middle School And High School Boerne, TX Jan 2002 - Sep 2006 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2012
S66 NASAA Uniform Combined State Law Examination Oct 2013
Contact Info for Joel R. Warren
Phone Number: 617-563-7000
Firm Website: https://www.fidelity.com
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    236,390
    MILLIONS
  • Total Number of Accounts
    619,100
    ACCOUNTS
  • Average Account Value
    $381,828
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States

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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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