Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joel? Claim Your ProfileJoel Cameron Magruder is a financial advisor with LPL Financial LLC. Joel has been in the financial industry since April 14, 1989. Joel is registered with the state of Iowa as a Registered Representative and Investment Advisor Representative. Joel is also registered with the state of Texas as a Registered Representative. Joel has held previous registrations with INVEST FINANCIAL CORPORATION, 1717 CAPITAL MANAGEMENT COMPANY, PRUCO SECURITIES CORPORATION, and THE PRUDENTIAL INSURANCE COMPANY OF AMERICA. Joel has experience in providing financial advice to a variety of clients, including high-net-worth individuals, corporations, and retirement plans.
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
IA
02/14/2018 - Present
LPL Financial LLC (WEST DES MOINES IA)
IA
11/10/2005 - 02/14/2018
INVEST FINANCIAL CORPORATION (WEST DES MOINES IA)
IA
10/03/2002 - 11/29/2005
1717 CAPITAL MANAGEMENT COMPANY (WEST DES MOINES IA)
NJ
01/05/1989 - 06/24/2002
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
01/05/1989 - 12/10/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
IA
Issued 01/28/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/04/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/02/2000
Series 24 - General Securities Principal Examination
BC
Issued 06/16/1995
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/20/1997
Series 7 - General Securities Representative Examination
BC
Issued 01/04/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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