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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 at LPL Financial LLC, based in West Des Moines, IA. Joel has been in the financial services industry for over 6 years. Joel has a Series 6, 7TO, 63, and 65 license and has been registered with the Financial Industry Regulatory Authority (FINRA) and the state of Iowa. Joel provides financial planning, portfolio management, and consulting services to individuals, businesses, and retirement plans. Joel is also registered in 23 states and has a strong track record of success in the financial services industry.
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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IA
11/13/2020 - Present
LPL Financial LLC (WEST DES MOINES IA)
IA
05/05/2017 - 10/08/2019
SAMMONS FINANCIAL NETWORK, LLC (WEST DES MOINES IA)
IA
Issued 01/25/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/15/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/08/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/05/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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