Joule Financial, LLC
Joule Financial, LLC (CRD# 320791) is a financial advisory firm headquartered in Lexington, KY. They manage $331,989,252 in 1,822 accounts and serve the financial needs of clients across 12 states (or territories).
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Total Assets Under Management332MILLION
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Total Number of Accounts1,822ACCOUNTS
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Average Account Value$182,211
- 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, FL, GA, IN, KY, LA, NC, NH, OH, TN, TX, VA
Daniel Czulno (CRD# 5898394) is an Investment Advisor Representative working at Joule Financial, LLC in Lexington, KY and has over 10 years of experience in the finance industry.
Mark Hendrix (CRD# 3148927) is an Investment Advisor Representative working at Joule Financial, LLC in Lexington, KY and has over 25 years of experience in the finance industry.
William Tatro (CRD# 4324021) is an Investment Advisor Representative working at Joule Financial, LLC in Lexington, KY and has over 22 years of experience in the finance industry.
Logan Gilland (CRD# 7332742) is an Investment Advisor Representative working at Joule Financial, LLC in Lexington, KY and has over 3 years of experience in the finance industry.
Allison Howard (CRD# 7832160) is an Investment Advisor Representative working at Joule Financial, LLC in Lexington, KY and has 1 year of experience in the finance industry.