JL
CFP
JL
CFP

Joel Lorden

26 Years of Experience
Dunwoody, GA
BrokerSells Insurance

Joel Lorden is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Dunwoody, GA, with 26 years of industry experience. Joel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

Dunwoody, GA

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History

Regulatory History
Clean regulatory record

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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Other Business ActivitiesSells Insurance

Joel is the owner of Eastman Financial, LLC, a DBA financial services firm, where he works as a financial advisor, dedicating full-time hours. Joel is also a fixed insurance agent.

Employment History
Current Registrations
Cetera Investment Advisers LLC
March 2024 - Present · 2 yrs 2 mos
Cetera Advisors LLCBroker
January 2004 - Present · 22 yrs 4 mos
Previous Registrations
Cetera Advisors LLC
January 2004 - March 2024 · 20 yrs 2 mos
Ifg Advisory Services INC
April 2003 - January 2004 · 9 mos
Ifg Network Securities, INC.Broker
March 2001 - January 2004 · 2 yrs 10 mos
AXA Advisors, LLCBroker
February 2000 - March 2001 · 1 yr 1 mo
State Registrations7 states
FLGANMOKPATNTX
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Joel Lorden - Financial Advisor | TrueAdvisor