Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joel? Claim Your ProfileJoel Barron is a financial advisor with over 20 years of experience in the industry. Joel has been registered with LPL Financial LLC since September 27, 2023 and has previously worked with Wells Fargo Clearing Services, LLC, Wells Fargo Investments, LLC, Chase Investment Services Corp., BANC One Securities Corporation, and Princor Financial Services Corporation. Joel holds Series 6, 7, 63 and 66 licenses. Joel is currently registered to provide investment advice in Arizona, Florida, Illinois, Kansas, New Mexico, Ohio, Oklahoma, Oregon, and Texas. Joel specializes in providing financial planning, portfolio management for individuals and businesses, educational seminars, and consulting services.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
TX
09/27/2023 - Present
LPL Financial LLC (DALLAS TX)
TX
01/03/2011 - 10/19/2023
WELLS FARGO CLEARING SERVICES, LLC (DALLAS TX)
TX
10/01/2010 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (DALLAS TX)
TX
07/06/2005 - 09/30/2010
CHASE INVESTMENT SERVICES CORP. (DALLAS TX)
IL
05/16/2003 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
IA
04/12/2002 - 04/29/2003
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
BOTH
Issued 09/22/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/24/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/21/2003
Series 7 - General Securities Representative Examination
BC
Issued 04/11/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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