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.
CRD# 4465166
Commonwealth Financial Network
Score
101
CRD# 2515008
Vanderpal Capital Management LLC
Score
106
CRD# 5763812
Summit Financial Group Inc.
Score
104
| 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 |
| 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 |
- TX
-
Total Assets Under Management236,390MILLIONS
-
Total Number of Accounts619,100ACCOUNTS
-
Average Account Value$381,828
- 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
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
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.