Joel Bennett is a registered investment advisor, based in Austin, TX, with 34 years of industry experience.
Location
5707 Southwest Parkway, Building 2, Suite 400, Austin, TX, 78735
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Joel is the VP and Treasurer of HD Vest Holdings LLC, a holding company used to purchase and sell HD Vest Inc. The company is inactive and will close after tax reporting is complete, requiring minimal time from Joel.
Employment History
Current Registrations
Kestra Investment Services, LLCBroker
Kestra Advisory Services, LLC
Previous Registrations
Grove Point Investments, LLCBroker
H.D. Vest Advisory Services, INC
Hd Vest Investment ServicesBroker
State Registrations1 state
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