Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joel? Claim Your ProfileJoel Leslie Terwilliger is a financial advisor registered with Valic Financial Advisors, Inc. and has been in the industry since August 13, 2013. Joel specializes in providing financial planning, portfolio management for individuals, and selection of other advisers. Joel's previous employers include Janus Henderson Distributors and GWFS Equities, Inc.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Recommend wrap accounts to clients
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.
A percentage of the total value of assets under management is charged.
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2
TX
09/20/2019 - Present
Valic Financial Advisors, Inc. (HOUSTON TX)
CO
03/31/2016 - 02/19/2019
JANUS HENDERSON DISTRIBUTORS (DENVER CO)
CO
01/14/2013 - 04/01/2016
GWFS EQUITIES, INC. (GREENWOOD VILLAGE CO)
BC
Issued 02/08/2013
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/11/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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